SPGI,MCO,UBER,LLY,AMAT Stock Price and Quote

Dollar change +1.00
Percentage change 0.19	%

Peers: IHS MCO MSCI NDAQ VRSK INFO ICE DNB FCN FDS

| Held by: VTI VOO SPY IVV VUG XLF VIG IWD VFH SCHG

Index	S&P 500	P/E	41.25	EPS (ttm)	12.74	Insider Own	0.16%	Shs Outstand	313.61M	Perf Week	-0.84%
Market Cap	161.13B	Forward P/E	27.58	EPS next Y	19.05	Insider Trans	-5.25%	Shs Float	306.21M	Perf Month	4.03%
Enterprise Value	176.04B	PEG	3.86	EPS next Q	4.20	Inst Own	88.74%	Short Float	0.93%	Perf Quarter	11.61%
Income	3.95B	P/S	11.12	EPS this Y	8.66%	Inst Trans	-0.28%	Short Ratio	2.49	Perf Half Y	8.44%
Sales	14.49B	P/B	4.94	EPS next Y	11.64%	ROA	6.57%	Short Interest	2.85M	Perf YTD	5.49%
Book/sh	106.41	P/C	109.69	EPS next 5Y	10.69%	ROE	11.68%	52W High	545.39 -3.67%	Perf Year	8.87%
Cash/sh	4.79	P/FCF	29.03	EPS past 3/5Y	-0.42% 7.51%	ROIC	8.73%	52W Low	427.14 22.99%	Perf 3Y	51.82%
Dividend Est.	3.81 (0.73%)	EV/EBITDA	24.71	Sales past 3/5Y	19.64% 16.23%	Gross Margin	61.35%	Volatility	1.23% 1.35%	Perf 5Y	49.33%
Dividend TTM	3.74 (0.71%)	EV/Sales	12.15	EPS Y/Y TTM	42.72%	Oper. Margin	41.03%	ATR (14)	7.40	Perf 10Y	420.73%
Dividend Ex-Date	Aug 26, 2025	Quick Ratio	0.90	Sales Y/Y TTM	12.98%	Profit Margin	27.27%	RSI (14)	54.75	Recom	1.39
Dividend Gr. 3/5Y	5.73% 9.81%	Current Ratio	0.90	EPS Q/Q	12.24%	SMA20	0.50%	Beta	1.19	Target Price	593.95
Payout	29.47%	Debt/Eq	0.36	Sales Q/Q	8.19%	SMA50	1.69%	Rel Volume	0.76	Prev Close	524.36
Employees	42350	LT Debt/Eq	0.36	Earnings	Jul 31 BMO	SMA200	3.59%	Avg Volume	1.14M	Price	525.36
IPO	Feb 14, 1929	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.05% 2.13%	Trades		Volume	866,970	Change	0.19%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-10-25	Resumed	BofA Securities	Buy	$600
Mar-12-25	Initiated	Mizuho	Outperform	$599
Dec-20-24	Initiated	Citigroup	Buy	$600
Oct-02-24	Initiated	Evercore ISI	Outperform	$599
Sep-23-24	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-13-24	Initiated	Wells Fargo	Overweight	$575
Oct-16-23	Resumed	Jefferies	Buy	$457 → $430
Sep-14-23	Initiated	Wolfe Research	Outperform	$453
Jun-15-23	Initiated	BofA Securities	Buy
May-09-23	Initiated	Wells Fargo	Overweight	$415
Nov-07-22	Upgrade	Atlantic Equities	Neutral → Overweight	$356 → $386
Oct-25-22	Resumed	Jefferies	Buy	$430 → $397
May-17-22	Initiated	Redburn	Buy
Mar-30-22	Initiated	Deutsche Bank	Buy	$515
Mar-24-22	Resumed	Credit Suisse	Outperform	$495
Mar-08-22	Resumed	Goldman	Buy	$485
Mar-08-22	Resumed	Barclays	Overweight	$500
Mar-02-22	Resumed	JP Morgan	Overweight	$480
Mar-02-22	Resumed	Jefferies	Buy	$453
Jul-08-21	Initiated	RBC Capital Mkts	Outperform	$476

Show Previous Ratings

Jul-17-25 04:00PM	S&P Global Unlocks the Future of AI-driven insights with AI-Ready Metadata on S&P Global Marketplace (PR Newswire)
03:10PM	Senator Warren Has a New Target on Wall Street: Private Credit (The Wall Street Journal)
Jul-15-25 05:44PM	AeroVironment Set to Join S&P MidCap 400; Victory Capital Holdings to Join S&P SmallCap 600 (PR Newswire)
04:43PM	S&P Global Inc. (SPGI): A Bull Case Theory (Insider Monkey)
07:17AM	S&P Global and Anthropic Announce Integration of S&P Global's Trusted Financial Data into Claude (PR Newswire)
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Jul-14-25 05:39PM	The Trade Desk Set to Join S&P 500 (PR Newswire)
12:09PM	PE-Backed McGraw Hill, NIQ Global Intelligence Unveil IPO Terms (The Wall Street Journal)
10:29AM	McGraw Hill and NIQ to test appetite for IPOs by mature companies with billions in sales (MarketWatch)
Jul-13-25 08:17AM	4 No-Brainer Blue Chip Stocks to Buy With $2,000 Right Now (Motley Fool)
02:48AM	Morgan Stanley Keeps Buy Rating on S&P Global (SPGI), Raises PT (Insider Monkey)
Jul-11-25 08:17AM	TARIFF PAUSE SPURS GLOBAL MANUFACTURING ACTIVITY IN JUNE, WITH GLOBAL SUPPLY CHAINS NOW OPERATING CLOSE TO FULL CAPACITY: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX (PR Newswire)
Jul-10-25 11:30AM	CARFAX Lifetime New Car Ads Approved for GM iMR Turnkey Program (PR Newswire)
Jul-09-25 02:39PM	S&P downgrades Saks; calls latest financing deal 'tantamount to a default' (Chain Store Age)
Jul-08-25 08:50AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Jul-07-25 09:00AM	S&P Dow Jones Indices Reports U.S. Common Indicated Dividend Payments Increase of $7.4 Billion in Q2 2025 as Dividend Growth Continues to Slow (PR Newswire)
12:10PM	Loading…
Jul-04-25 12:10PM	Will S&P Global (SPGI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:50AM	How to Boost Your Portfolio with Top Finance Stocks Set to Beat Earnings (Zacks)
Jul-03-25 10:31AM	S&P Global US Services PMI stays in expansion territory at 52.9 (CNBC TV)
Jul-02-25 05:55PM	Datadog Set to Join S&P 500 (PR Newswire)
Jul-01-25 08:31PM	Analyst Report: S&P Global Inc. (Morningstar Research)
05:40PM	S&P Dow Jones Indices Announces Update to S&P Composite 1500 Market Cap Guidelines (PR Newswire)
Jun-30-25 05:29PM	S&P Global (SPGI) Joins Seven Founding Dividend Aristocrats with Decade-Long 10x Returns (Insider Monkey)
04:24PM	CARFAX Recognized as Top Place to Work Nationally and Regionally (PR Newswire)
03:54PM	S&P Global Mobility projects moderate U.S. auto sales for June 2025 at 1.27 million units (PR Newswire)
Jun-28-25 04:53AM	Wells Fargo Remains a Buy on S&P Global (SPGI) With a $627 PT (Insider Monkey)
Jun-26-25 09:02PM	Why S&P Global Has a Durable Business Model (Insider Monkey)
04:00PM	S&P Global Schedules Second Quarter 2025 Earnings Announcement and Conference Call for Thursday, July 31, 2025 (PR Newswire)
11:14AM	Here's Why You Should Retain SPGI Stock in Your Portfolio Now (Zacks)
10:40AM	S&P Global Publishes Findings on the Future of Capital Markets (PR Newswire)
Jun-25-25 09:10PM	Here's How Many Shares of McDonald's Stock You Must Own to Get $5,000 in Yearly Dividends (Motley Fool)
06:12PM	Loading…
06:12PM	Ralliant Set to Join S&P SmallCap 600 (PR Newswire)
01:59PM	Calls of the Day: ServiceNow, S&P Global, McKesson Corp., Ross Stores, TJX and Burlington (CNBC TV)
11:30AM	S&P Global Market Intelligence Unveils GenAI-Powered Enhancements to Capital IQ Pro and Expands Insights in Private Markets and Energy Transition (PR Newswire)
09:00AM	S&P 500 Q1 2025 Buybacks Set Quarterly Record at $293 Billion, Up 20.6%, Helping EPS Growth; Impact and Expenditures Expected to Decline in Q2 2025 (PR Newswire)
07:00AM	S&P Global Declares Third Quarter Dividend (PR Newswire)
Jun-24-25 10:42AM	S&P CORELOGIC CASE-SHILLER INDEX RECORDS 2.7% ANNUAL GAIN IN APRIL 2025 (PR Newswire)
08:35AM	S&P Global Expands Private Markets Offering With Private Credit Identifiers Using LoanX IDs (PR Newswire)
08:00AM	Canadian Oil Sands Production Expected to Reach All-time Highs this Year Despite Lower Oil Prices (PR Newswire)
07:40AM	Carrier Global and 28 More Stocks That Benefit From Heat Waves and Other Extreme Weather (Barrons.com)
07:15AM	5 AI Stocks Every Investor Should Own (Motley Fool)
Jun-23-25 07:45AM	This Incredible Dividend Growth Stock's Hidden AI Story Could Deliver 20% Annual Returns (Motley Fool)
07:15AM	Crypto Daybook Americas: Bitcoin Seen Overcoming Bearish Futures, Options Signals (CoinDesk)
Jun-20-25 11:30AM	China's Real Estate Recovery Isn't Happening Everywhere. Which Cities Are Bouncing Back-and Which Ones Aren't. (Barrons.com)
10:58AM	FactSet to Report Q3 Earnings: What's in Store for the Stock? (Zacks)
Jun-18-25 05:46PM	APi Group Set to Join S&P MidCap 400 (PR Newswire)
Jun-17-25 05:15PM	S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index (PR Newswire)
11:29AM	Accenture Set to Report Q3 Earnings: Here's What You Should Know (Zacks)
03:41AM	5 Dividend Stocks to Buy With $2,000 and Hold Forever (Motley Fool)
Jun-16-25 12:46PM	ABM Stock Price Decreases 12% Since Reporting Q2 Earnings Miss (Zacks)
09:00AM	Anomali Appoints George Moser as Chief Growth Officer (Business Wire)
Jun-13-25 10:07AM	CBOE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Jun-12-25 08:05AM	ASIAN MANUFACTURING ACTIVITY FALLS TO 17-MONTH LOW AS TARIFFS HIT CHINA-BASED SUPPLIERS: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX (PR Newswire)
Jun-09-25 04:01PM	S&P Global Completes Acquisition of TeraHelix, strengthening advanced data modelling and linking capabilities (PR Newswire)
03:50PM	S&P Global Shows Rising Relative Price Performance; Still Shy Of Key Benchmark (Investor's Business Daily)
10:08AM	Robinhood, AppLovin Stocks Sink as Firms Not Included in S&P 500 (Investopedia)
Jun-07-25 08:30AM	A professor testing ChatGPTs, DeepSeeks and Groks stock-picking skills suggests stockbrokers should worry (MarketWatch)
Jun-06-25 05:15PM	S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index (PR Newswire)
Jun-04-25 10:30AM	S&P Global U.S. Services PMI improves to 53.7 (CNBC TV)
09:00AM	CARFAX: Nearly 17 Million Vehicles on U.S. Roads Have Expired Registration Tags (PR Newswire)
07:15AM	Crypto Daybook Americas: Bitcoin Volatility Near 2-Year Low Is IBITs Gain, Strategy's Pain (CoinDesk)
06:47AM	Wall Street ends narrowly mixed in choppy trade on weak economic data (Reuters)
Jun-03-25 08:48AM	4 Forever Dividend Stocks to Buy (Motley Fool)
07:18AM	Crypto Daybook Americas: Bitcoin Weakness Fails to Stop Corporate Adoption Wave (CoinDesk)
Jun-02-25 10:31AM	S&P Global manufacturing PMI comes in at 52.0 (CNBC TV)
07:15AM	Crypto Daybook Americas: Tariffs to Dominate Narrative as BTC ETF Volumes Surge (CoinDesk)
06:18AM	Wall Street opens lower after Trump's steel tariff threat (Reuters)
06:18AM	S&P closes higher on trade hopes, Nvidia lifts Nasdaq (Reuters)
04:40AM	First-of-Its-Kind Platts Milling Wheat Marker Released by S&P Global Commodity Insights (PR Newswire)
May-29-25 02:33PM	S&P Global Expands Databricks Partnership, Adds Capital IQ Pro Datasets for Enhanced Analytics (Insider Monkey)
11:30AM	Why Is S&P Global (SPGI) Up 2.3% Since Last Earnings Report? (Zacks)
May-28-25 08:30AM	S&P Global Expands Collaboration with Databricks with the addition of S&P Capital IQ Pro datasets via Delta Sharing (PR Newswire)
08:00AM	S&P Global Mobility: Pace of May U.S. auto sales to decelerate from March and April surge (PR Newswire)
May-27-25 10:49AM	S&P CORELOGIC CASE-SHILLER INDEX RECORDS 3.4% ANNUAL GAIN IN MARCH 2025 (PR Newswire)
06:20AM	Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)? (Zacks)
May-26-25 08:14PM	This Dividend King's Yield Has Never Been This High. Time to Buy, or Run Away? (Motley Fool)
May-23-25 05:15PM	S&P Dow Jones Indices Announces Change to the S&P/TSX Canadian Dividend Aristocrats Index (PR Newswire)
May-22-25 01:24PM	FTSE falls as economists push back bets on rate cuts (The Telegraph)
04:40AM	The U.S. Government's Credit Rating Just Got Downgraded for the Third Time Since 2011. History Says the Stock Market Will Do This Next. (Motley Fool)
May-21-25 12:28PM	Booz Allen Gears Up to Report Q4 Earnings: What's in the Offing? (Zacks)
08:30AM	S&P Global Introduces CreditCompanion, Enhancing RatingsDirect on S&P Capital IQ Pro with Advanced AI Technology (PR Newswire)
04:27AM	3 Brilliant REIT Stocks to Buy Now and Hold for the Long Term (Motley Fool)
May-20-25 09:33AM	The return of Russian natural gas to Europe is a Putin priority, says S&P Global's Dan Yergin (CNBC TV)
May-19-25 06:17PM	Pegasystems Set to Join S&P MidCap 400 (PR Newswire)
09:56AM	The Zacks Analyst Blog Highlights McDonald, RTX, S&P Global and New England Realty Associates (Zacks)
May-18-25 08:15AM	7 No-Brainer Dividend Growth Stocks to Buy Right Now (Motley Fool)
05:00AM	What To Expect in the Markets This Week (Investopedia)
May-16-25 05:49PM	Moody's Downgrades US Government's Credit Rating (Investopedia)
04:49PM	Top Stock Reports for McDonald's, RTX & S&P Global (Zacks)
12:03PM	Veralto's Growth Prospects Shine Despite Competitive Risks (Zacks)
May-15-25 10:22AM	Corpay Q1 Earnings Beat on Corporate Payment Solutions, Revenues Miss (Zacks)
08:10AM	Otto: Markets are grappling with how to price AI-related stocks (CNBC TV)
May-14-25 09:45AM	Avis Budget Stock Price Increases 6% Since Reporting Loss in Q1 (Zacks)
May-13-25 04:00PM	S&P Global to Present at Bernstein's 41st Annual Strategic Decisions Conference on May 29, 2025 (PR Newswire)
12:44PM	MARA Holdings Stock Gains 12% Despite Reporting a Q1 Loss (Zacks)
11:15AM	S&P Global Inc. (SPGI): A Bull Case Theory (Insider Monkey)
08:27AM	Coinbase is joining the S&P 500 in a big moment for crypto and the stock soars (Quartz)
08:17AM	TARIFFS BITE: NORTH AMERICAN AND ASIAN MANUFACTURERS RETRENCH IN APRIL, WITH GLOBAL MATERIAL PURCHASES DOWN AT ACCELERATED PACE: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX (PR Newswire)
May-12-25 06:00PM	Coinbase Global Set to Join S&P 500 (PR Newswire)
May-09-25 11:49AM	Maximus' Q2 Earnings & Revenues Beat Estimates, Increase Y/Y (Zacks)
10:25AM	Clean Harbors Stock Price Increases 5.9% on Q1 Earnings Beat (Zacks)

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KELLY ROBERT P	Director	Jun 18 '25	Proposed Sale	504.21	5,000	2,521,050		Jun 18 11:13 AM
THORNBURGH RICHARD E	Director	May 12 '25	Proposed Sale	517.02	4,516	2,334,855		May 12 04:55 PM
Moore Sally	EVP, Chief Client Officer	May 05 '25	Sale	510.43	500	255,148	5,131	May 07 05:33 PM
Kemps Steven J	EVP, Chief Legal Officer	May 05 '25	Sale	508.82	2,000	1,017,640	7,249	May 07 05:32 PM
Moore Sally	Officer	May 05 '25	Proposed Sale	510.30	500	255,149		May 05 05:21 PM
Kemps Steven J	Officer	May 05 '25	Proposed Sale	508.82	2,000	1,017,646		May 05 05:11 PM
Peterson Douglas L.	Director	May 01 '25	Sale	502.35	19,173	9,631,629	48,842	May 02 04:03 PM
Peterson Douglas L.	Director	May 01 '25	Proposed Sale	466.42	19,173	8,942,671		May 01 03:26 PM
Craig Christopher	SVP and Controller	Apr 01 '25	Option Exercise	510.78	1,435	732,969	9,894	Apr 03 04:05 PM
Peterson Douglas L.	Director	Feb 14 '25	Sale	543.39	5,521	3,000,032	152,142	Feb 19 04:03 PM
Peterson Douglas L.	Officer	Feb 14 '25	Proposed Sale	531.51	5,521	2,934,467		Feb 14 05:43 PM
Craig Christopher	Controller & Interim CFO	Feb 12 '25	Option Exercise	531.51	768	408,200	8,570	Feb 14 04:03 PM
Tavernier Edouard	President, S&P Global Mobility	Feb 01 '25	Option Exercise	521.41	592	308,675	14,538	Feb 04 08:22 PM
Eramo Mark	Co-Pres., Commodity Insights	Feb 01 '25	Option Exercise	521.41	254	132,438	648	Feb 04 08:13 PM
Twomey Christina	Chief Communications Officer	Dec 31 '24	Option Exercise	498.03	114	56,775	657	Jan 03 04:40 PM
Tavernier Edouard	President, S&P Global Mobility	Dec 31 '24	Option Exercise	498.03	1,376	685,289	14,176	Jan 03 04:38 PM
Saha Saugata	President, Market Intelligence	Dec 31 '24	Option Exercise	498.03	1,766	879,521	2,773	Jan 03 04:35 PM
Craig Christopher	Controller & Interim CFO	Dec 31 '24	Option Exercise	498.03	991	493,548	7,948	Jan 03 04:33 PM
Draper Daniel E	CEO, S&P Dow Jones Indices	Dec 31 '24	Option Exercise	498.03	628	312,763	4,807	Jan 03 04:30 PM
Eramo Mark	Co-Pres., Commodity Insights	Dec 31 '24	Option Exercise	498.03	216	107,574	413	Jan 03 04:28 PM
Ernsberger David P	Co-Pres., Commodity Insights	Dec 31 '24	Option Exercise	498.03	289	143,931	3,904	Jan 03 04:27 PM
Ganesan Girish	EVP, Chief People Officer	Dec 31 '24	Option Exercise	498.03	255	126,998	1,170	Jan 03 04:25 PM
Kemps Steven J	EVP, Chief Legal Officer	Dec 31 '24	Option Exercise	498.03	1,697	845,157	2,863	Jan 03 04:23 PM
Le Pallec Yann	President, S&P Global Ratings	Dec 31 '24	Option Exercise	498.03	344	171,322	1,545	Jan 03 04:21 PM
Moore Sally	EVP, Chief Client Officer	Dec 31 '24	Option Exercise	498.03	900	448,227	3,379	Jan 03 04:18 PM
Peterson Douglas L.	Director	Dec 31 '24	Option Exercise	498.03	11,519	5,736,808	159,713	Jan 03 04:13 PM
Eramo Mark	Co-Pres., Commodity Insights	Dec 15 '24	Option Exercise	505.75	322	162,852	322	Dec 17 04:02 PM
Manis Dimitra	Officer	Dec 12 '24	Proposed Sale	517.40	1,293	668,996		Dec 12 05:01 PM
Saha Saugata	President, Market Intelligence	Nov 27 '24	Sale	523.00	500	261,500	1,427	Nov 27 04:03 PM
Saha Saugata	President, Market Intelligence	Nov 20 '24	Sale	503.60	500	251,800	1,927	Nov 20 04:42 PM
Saha Saugata	President, Market Intelligence	Nov 13 '24	Sale	503.85	500	251,925	2,427	Nov 15 04:05 PM
Saha Saugata	President, Market Intelligence	Nov 06 '24	Sale	499.32	500	249,660	2,927	Nov 07 04:03 PM
SAUGATA SAHA	Officer	Nov 06 '24	Proposed Sale	489.71	2,000	979,420		Nov 06 05:00 PM
Twomey Christina	Chief Communications Officer	Nov 01 '24	Option Exercise	483.31	187	90,379	639	Nov 05 04:15 PM
Ganesan Girish	EVP, Chief People Officer	Nov 01 '24	Option Exercise	483.31	432	208,790	1,174	Nov 05 04:13 PM
KELLY ROBERT P	Director	Aug 07 '24	Sale	481.28	7,662	3,687,567	15,830	Aug 09 04:13 PM
CHEUNG MARTINA	President, S&P Global Ratings	Aug 07 '24	Sale	484.70	6,796	3,294,037	6,529	Aug 09 04:06 PM
CHEUNG MARTINA	Officer	Aug 07 '24	Proposed Sale	484.70	6,796	3,294,050		Aug 07 04:31 PM
Peterson Douglas L.	CEO & President	Aug 02 '24	Sale	483.60	7,000	3,385,210	154,912	Aug 06 05:10 PM
Kansler Adam Jason	President, Market Intelligence	Aug 01 '24	Sale	488.39	17,000	8,302,648	26,736	Aug 05 04:24 PM
Kocherlakota Sitarama Swamy	Chief Information Officer	Aug 01 '24	Sale	488.81	9,600	4,692,581	4,462	Aug 05 04:23 PM
Manis Dimitra	EVP, Chief Purpose Officer	Aug 01 '24	Sale	490.00	2,151	1,053,990	1,693	Aug 05 04:22 PM
Peterson Douglas L.	Officer	Aug 02 '24	Proposed Sale	480.00	7,000	3,360,000		Aug 02 05:09 PM
Moore Sally	EVP, Global Head of Strategy	Jul 31 '24	Sale	485.74	3,843	1,866,716	2,741	Aug 01 06:04 PM
Kocherlakota Sitarama Swamy	Officer	Aug 01 '24	Proposed Sale	488.81	9,600	4,692,596		Aug 01 05:14 PM
Kansler Adam Jason	Officer	Aug 01 '24	Proposed Sale	490.17	6,400	3,137,067		Aug 01 04:54 PM
Tavernier Edouard	President, S&P Global Mobility	Jul 31 '24	Sale	491.55	500	245,775	13,217	Aug 01 04:24 PM
Saha Saugata	President, Commodity Insights	Jul 31 '24	Sale	491.55	1,500	737,325	3,427	Aug 01 04:16 PM
ADAM KANSLER	affiliate	Aug 01 '24	Proposed Sale	484.73	10,600	5,138,138		Aug 01 04:04 PM
Kemps Steven J	EVP, Chief Legal Officer	Jul 31 '24	Sale	491.55	2,700	1,327,185	1,455	Aug 01 04:04 PM
Moore Sally	Officer	Jul 31 '24	Proposed Sale	485.74	3,843	1,866,708		Jul 31 06:19 PM
Kemps Steven J	Officer	Jul 31 '24	Proposed Sale	491.55	2,700	1,327,185		Jul 31 06:17 PM
Manis Dimitra	Officer	Jul 31 '24	Proposed Sale	495.00	2,151	1,064,745		Jul 31 06:15 PM
Tavernier Edouard	Officer	Jul 31 '24	Proposed Sale	491.55	500	245,775		Jul 31 06:14 PM
Saha Saugata	Officer	Jul 31 '24	Proposed Sale	491.55	1,500	737,325		Jul 31 06:12 PM

Dollar change +2.20
Percentage change 0.44	%

Peers: SPGI MSCI FDS ICE MORN CME NDAQ V MA BR

| Held by: VTI VOO SPY IVV VUG XLF VIG IWF QUAL FTCS

Index	S&P 500	P/E	43.41	EPS (ttm)	11.58	Insider Own	0.11%	Shs Outstand	179.94M	Perf Week	-0.65%
Market Cap	90.39B	Forward P/E	32.41	EPS next Y	15.50	Insider Trans	-7.63%	Shs Float	179.70M	Perf Month	5.35%
Enterprise Value	95.48B	PEG	3.71	EPS next Q	3.38	Inst Own	93.65%	Short Float	1.19%	Perf Quarter	15.49%
Income	2.11B	P/S	12.51	EPS this Y	10.42%	Inst Trans	2.03%	Short Ratio	3.26	Perf Half Y	8.61%
Sales	7.23B	P/B	24.43	EPS next Y	12.57%	ROA	13.99%	Short Interest	2.14M	Perf YTD	6.14%
Book/sh	20.56	P/C	41.07	EPS next 5Y	11.69%	ROE	57.90%	52W High	531.93 -5.55%	Perf Year	12.48%
Cash/sh	12.23	P/FCF	36.21	EPS past 3/5Y	-1.49% 8.70%	ROIC	19.62%	52W Low	378.71 32.67%	Perf 3Y	82.40%
Dividend Est.	3.53 (0.70%)	EV/EBITDA	27.30	Sales past 3/5Y	4.46% 7.98%	Gross Margin	66.61%	Volatility	1.50% 1.65%	Perf 5Y	71.52%
Dividend TTM	3.58 (0.71%)	EV/Sales	13.21	EPS Y/Y TTM	26.38%	Oper. Margin	42.25%	ATR (14)	8.41	Perf 10Y	363.58%
Dividend Ex-Date	May 16, 2025	Quick Ratio	1.52	Sales Y/Y TTM	15.95%	Profit Margin	29.14%	RSI (14)	58.14	Recom	2.21
Dividend Gr. 3/5Y	11.09% 11.20%	Current Ratio	1.52	EPS Q/Q	9.94%	SMA20	1.77%	Beta	1.39	Target Price	518.81
Payout	30.18%	Debt/Eq	1.93	Sales Q/Q	7.73%	SMA50	3.52%	Rel Volume	1.34	Prev Close	500.23
Employees	15838	LT Debt/Eq	1.90	Earnings	Jul 23 BMO	SMA200	5.62%	Avg Volume	657.31K	Price	502.43
IPO	Jun 12, 1969	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.14% 2.58%	Trades		Volume	880,553	Change	0.44%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-10-25	Resumed	BofA Securities	Buy	$530
Mar-12-25	Initiated	Mizuho	Neutral	$504
Dec-20-24	Initiated	Citigroup	Buy	$565
Oct-02-24	Initiated	Evercore ISI	Outperform	$521
Sep-23-24	Downgrade	Raymond James	Mkt Perform → Underperform
Aug-13-24	Initiated	Wells Fargo	Overweight	$510
Jul-24-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$482 → $455
Apr-02-24	Upgrade	Barclays	Equal Weight → Overweight	$375 → $450
Dec-15-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$365 → $455
Sep-14-23	Initiated	Wolfe Research	Outperform	$390
Jul-03-23	Reiterated	Goldman	Neutral	$328 → $362
Jun-15-23	Initiated	BofA Securities	Buy
May-09-23	Initiated	Wells Fargo	Equal Weight	$312
Feb-01-23	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-10-22	Downgrade	Deutsche Bank	Buy → Hold	$324
Jun-08-22	Downgrade	Atlantic Equities	Overweight → Neutral
Jun-03-22	Downgrade	Barclays	Overweight → Equal Weight	$350 → $285
Mar-30-22	Initiated	Deutsche Bank	Buy	$408
Mar-08-22	Initiated	Robert W. Baird	Outperform	$363
Jul-29-21	Downgrade	UBS	Buy → Neutral	$383 → $392

Show Previous Ratings

Jul-17-25 05:46PM	Milei Wins Second Upgrade by Moodys on Easing FX Controls (Bloomberg)
03:10PM	Senator Warren Has a New Target on Wall Street: Private Credit (The Wall Street Journal)
10:00AM	SouthState (SSB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-16-25 10:00AM	Moody's (MCO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:00AM	Moody's Corporation Elects Sumit Dhawan to Board of Directors (Business Wire)
11:40AM	Loading…
Jul-14-25 11:40AM	VIRT vs. MCO: Which Stock Is the Better Value Option? (Zacks)
Jul-12-25 03:00PM	Worst Spate of Downgrades Since 2021 Signals Pain (Bloomberg)
Jul-10-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
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07:00AM	Date Set For Moody's Earnings Release And Investor Teleconference (Business Wire)
Jul-08-25 03:00AM	Moody's Stock Recently Broke Out Of A Double-Bottom Base; Is It Ready For Takeoff? (Investor's Business Daily)
Jul-07-25 04:21PM	Moody's Corporation (MCO): A Bull Case Theory (Insider Monkey)
Jul-05-25 03:00PM	The Securities That Banks Are Backing Away From: Credit Weekly (Bloomberg)
Jul-03-25 06:31AM	WisdomTree, Inc. (WT) Moves 6.6% Higher: Will This Strength Last? (Zacks)
11:00AM	Loading…
Jul-02-25 11:00AM	JPMorgans Risky, 5-Day Dash to Help Warner Bros. Split in Two (Bloomberg)
Jul-01-25 12:04PM	Two positive votes on logistics at Moodys: GXO and C.H. Robinson (FreightWaves)
Jun-30-25 04:40PM	Treasuries Wrap Up Best Month Since February Ahead of Jobs Data (Bloomberg)
Jun-29-25 06:38AM	Powell and Lagarde Count Cost of Trumps Turbulence (Bloomberg)
Jun-27-25 11:40AM	VIRT or MCO: Which Is the Better Value Stock Right Now? (Zacks)
05:00AM	Will a $10,000 Investment in Solana Turn Into $1 Million by 2035? (Motley Fool)
Jun-26-25 08:17AM	Moody's Fortifies Position in Latin America, Fully Buys ICR Chile (Zacks)
Jun-25-25 09:47AM	Trump Policies Will Cut Deficits Up to $11 Trillion, White House Economist Says (Bloomberg)
09:00AM	Moodys fully acquires ICR Chile, solidifying its leading position in key Latin American markets (Business Wire)
Jun-24-25 10:26AM	Revenue Diversification Aids Moody's Despite Rising Expenses (Zacks)
09:57AM	Job Hunting Firm CareerBuilder + Monster Files Bankruptcy (Bloomberg)
Jun-17-25 09:52AM	Trumps Latest Attack on Fed Zooms In on Surging Debt Costs (Bloomberg)
Jun-15-25 04:45AM	2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid (Motley Fool)
Jun-13-25 03:06AM	Warren Buffett Is Wagering 72% of Berkshire Hathaway's $283 Billion of Invested Capital on These 7 Unstoppable Stocks (Motley Fool)
01:23AM	Oil Surge Is Latest Headwind for Tariff-Rattled Global Economy (Bloomberg)
04:29PM	Loading…
Jun-12-25 04:29PM	US 30-Year Bond Sale Spurs Sigh of Relief After Weeks of Angst (Bloomberg)
Jun-11-25 11:40AM	VIRT or MCO: Which Is the Better Value Stock Right Now? (Zacks)
09:45AM	3 Monster Stocks to Hold for the Next 10 Years (Motley Fool)
09:38AM	Warner Bros. Cut to Junk by Moodys After Split Plan (Bloomberg)
09:21AM	Inflation Rose Less Than Expected In May (Investopedia)
Jun-10-25 04:01PM	Here's How Different Generations Expect to Respond to Tariff-Driven Price Hikes (Investopedia)
09:00AM	Moody's Sounds Alarm on Private Funds for Individuals (The Wall Street Journal)
05:00AM	Here's What It Means That Wealthier Americans Are 'Trading Down' to Save Money (Investopedia)
Jun-09-25 04:33PM	Democrats Urge Trump Administration to Pump Breaks on Freddie, Fannie Move (Investopedia)
Jun-08-25 11:55PM	Most-Unloved Bonds Turn Routine US Auction Into Crucial Test (Bloomberg)
06:00AM	Moodys Chief Economist on Politics, Inflation and Immigration (WSJ)
Jun-05-25 03:38PM	Delta Air Sells $2 Billion of Bonds to Repay Pandemic Loan (Bloomberg)
12:27PM	Treasury Rally Stalls as ECB Sparks Euro-Zone Bond Selloff (Bloomberg)
Jun-04-25 04:26PM	Why Even Elon Musk Can't Kill the Deficit-Busting Tax Bill (Barrons.com)
Jun-02-25 04:47PM	Trump's Tax Bill Heads to the Senate. The Bond Vigilantes Are Waiting. (Barrons.com)
Jun-01-25 03:00AM	Europe stocks stage world-beating rally as trade war backfires (Bloomberg)
May-30-25 02:29PM	Trump Revenge Tax Would Cut Foreign Investment, Congressional Panel Says (Bloomberg)
08:00AM	The end of the easy US stock bet has been good to contrarians (Bloomberg)
May-29-25 12:38AM	Bitcoin ETFs Pull In $9 Billion as Investors Ditch Gold Holdings (Bloomberg)
May-27-25 05:21PM	US 30-Year Yield Falls Most Since March as Investors Lured Back (Bloomberg)
04:37AM	Investors With $7 Trillion in Cash on the Sidelines Await Nvidia (Bloomberg)
May-26-25 04:00PM	Moody's Corporation to Present at the Bernstein Strategic Decisions Conference on May 28, 2025 (Business Wire)
04:36AM	Gold Slips as Haven Demand Eases After Trump Delays EU Tariffs (Bloomberg)
May-25-25 10:06PM	Long-Bond Revolt Pressures 60/40 Comeback in Chaotic Market (Bloomberg)
03:06AM	Moody's Just Downgraded the United States' Pristine Credit Rating -- Here's What History Says Happens Next for Stocks (Motley Fool)
May-24-25 07:15AM	These ETFs Provide Easy Exposure to Growing International Markets (MarketBeat)
May-23-25 01:19PM	US Treasuries Hold Gains as Bessent Says SLR Moves Very Close (Bloomberg)
11:33AM	Gold Climbs After Trumps EU and Apple Threats Stoke Trade Fears (Bloomberg)
11:30AM	Euronet Worldwide (EEFT) Up 7.3% Since Last Earnings Report: Can It Continue? (Zacks)
10:01AM	US Long-Term Borrowing Costs Surge Over Deficit Concerns (Bloomberg)
09:27AM	Top Big Data Stocks to Bet on to Ride the Analytics Revolution (Zacks)
05:45AM	BofAs Hartnett Says Buy the Dip in Treasuries as Yields Top 5% (Bloomberg)
05:30AM	Stock Market Ignoring Trumps Trade War After Wild April Ride (Bloomberg)
May-22-25 05:05PM	Trump Proposes Spinning Off Mortgage-Backers Fannie Mae, Freddie Mac (Investopedia)
12:18PM	Trumps next hurdle: The bond market hates his beautiful tax bill (Bloomberg)
11:28AM	Carney Looks to AI for Savings as Canadas Budget Pressures Mount (Bloomberg)
09:48AM	Trumps Little Problem With Tim Cook Is a Big One for Apple (Bloomberg)
04:40AM	The U.S. Government's Credit Rating Just Got Downgraded for the Third Time Since 2011. History Says the Stock Market Will Do This Next. (Motley Fool)
03:56AM	Bond Market Warns Trump, Congress on Dangers of Swelling Deficit (Bloomberg)
May-21-25 08:17PM	Treasuries Vie for Demand With Japans Bonds, Deutsche Says (Bloomberg)
04:28PM	Dollar Hits One-Month Low as G-7 Stirs Fresh FX Policy Watch (Bloomberg)
04:05PM	Treasury Yields Soar as Ballooning U.S. Deficit Worries Wall Street (Investopedia)
01:46PM	G-7 Finance Ministers Aim to Avoid Public Spats With US Despite Trade Turmoil (Bloomberg)
07:46AM	Mnuchin Flags US Budget Deficit as Bigger Worry Than Trade Gap (Bloomberg)
07:00AM	Giant US companies are rushing to Europe to borrow money (Bloomberg)
07:00AM	US mortgage rates rise to three-month high, slowing home demand (Bloomberg)
May-20-25 09:38PM	Traders Brace for Treasury 10-Year Yield at 5% as Mood Sours (Bloomberg)
05:56PM	Options Traders Are Boosting Bearish Dollar Views to Record (Bloomberg)
12:34PM	ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload (CNBC TV)
09:39AM	Dip Buyers Support Stocks as Bond Market Assesses US Downgrade (Bloomberg)
08:26AM	Zacks Investment Ideas feature highlights: Moody's, Broadcom, Microsoft and CoreWeave (Zacks)
07:33AM	Yields could push on towards 5% once the economic outlook stabilizes, says Evercore's Krishna Guha (CNBC TV)
07:00AM	What America's Latest Credit Downgrade Means For Mortgage Rates (Investopedia)
02:19AM	Japan Bonds Plunge After Weak Auction Stokes Fear of BOJ Retreat (Bloomberg)
May-19-25 08:30PM	Cramer: Everyone who's sold stocks because of our national debt worries has been wrong (CNBC TV)
06:21PM	A New Bull Is Born and the U.S. Gets a Downgrade (Investopedia)
05:30PM	I don't expect much growth to come from tax cuts, says Fmr. CEA Chair Jason Furman (CNBC TV)
05:18PM	S&P 500 Gains & Losses Today: Solar Stocks Fall, UnitedHealth Shares Jump (Investopedia)
04:05PM	US Bonds Swing as Dip Buyers Enter After Moodys-Fueled Selloff (Bloomberg)
03:34PM	Bond Investors Detect Trouble in US Debt Stripped of AAA Rating (Bloomberg)
03:30PM	Moody's downgrades U.S. credit rating: Here's what it means for the economy (CNBC TV)
03:25PM	Oil Ends Higher After Volatile Day Amid Ukraine Ceasefire Talks (Bloomberg)
03:25PM	US Stocks Brush Off Moody's, Echo Past Tech Booms (Zacks)
02:30PM	Trading the downgrade of the U.S. credit rating (CNBC TV)
01:19PM	Aluminum Slides as Surging Inventories Add to Downbeat Mood (Bloomberg)
01:13PM	Dollar Fiscal Frown Theory Has Deutsche Bank Warning of Losses (Bloomberg)
12:29PM	PGIM's Tom Porcelli: We still have 'enormous worry' that U.S. fiscal situation will deteriorate (CNBC TV)
12:29PM	Fundstrat's Tom Lee: There's not much signal in Moody's U.S. downgrade (CNBC TV)
12:22PM	Gold Gains as Dollar Slides Following Moodys US Downgrade (Bloomberg)
12:21PM	Jim Millstein Says US Risks Fiscal Disaster If Recession Hits (Bloomberg)

Moody's Corp. engages in the provision of credit ratings, research, tools and analysis to the global capital markets. It operates through the Moody's Investors Service (MIS) and Moody's Analytics (MA) segments. The MIS segment is a credit rating agency, which publishes credit ratings on debt obligations and the entities, including various corporate and governmental obligations, structured finance securities, and commercial paper programs. The MA segment develops products and services, which support financial analysis and risk management activities of institutional participants in global financial markets. The company was founded by John Moody in 1909 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fauber Robert	President and CEO	Jul 15 '25	Option Exercise	97.72	281	27,459	62,301	Jul 16 04:11 PM
Fauber Robert	President and CEO	Jul 15 '25	Sale	503.40	415	208,911	61,886	Jul 16 04:11 PM
Fauber Robert	Officer	Jul 15 '25	Proposed Sale	503.40	415	208,911		Jul 15 12:48 PM
Fauber Robert	President and CEO	Jul 01 '25	Option Exercise	97.72	281	27,459	62,435	Jul 02 04:23 PM
Fauber Robert	President and CEO	Jul 01 '25	Sale	497.10	415	206,296	62,020	Jul 02 04:23 PM
Fauber Robert	Officer	Jul 01 '25	Proposed Sale	497.10	415	206,296		Jul 01 10:43 AM
Fauber Robert	President and CEO	Jun 16 '25	Option Exercise	97.72	281	27,459	62,569	Jun 17 04:17 PM
Fauber Robert	President and CEO	Jun 16 '25	Sale	476.67	415	197,818	62,154	Jun 17 04:17 PM
Fauber Robert	Officer	Jun 16 '25	Proposed Sale	476.67	415	197,818		Jun 16 10:05 AM
Fauber Robert	President and CEO	Jun 02 '25	Option Exercise	97.72	281	27,459	62,703	Jun 04 04:23 PM
Fauber Robert	President and CEO	Jun 02 '25	Sale	474.35	415	196,855	62,288	Jun 04 04:23 PM
Fauber Robert	Officer	Jun 02 '25	Proposed Sale	474.35	415	196,855		Jun 02 10:14 AM
Fauber Robert	President and CEO	May 15 '25	Option Exercise	97.72	281	27,459	62,837	May 15 04:02 PM
Fauber Robert	President and CEO	May 15 '25	Sale	479.05	415	198,806	62,422	May 15 04:02 PM
Fauber Robert	Officer	May 15 '25	Proposed Sale	479.05	415	198,806		May 15 10:46 AM
Fauber Robert	President and CEO	May 01 '25	Option Exercise	97.72	281	27,459	62,971	May 02 04:06 PM
Fauber Robert	President and CEO	May 01 '25	Sale	450.71	415	187,045	62,556	May 02 04:06 PM
Fauber Robert	Officer	May 01 '25	Proposed Sale	450.71	415	187,045		May 01 09:46 AM
Fauber Robert	President and CEO	Apr 15 '25	Option Exercise	97.72	281	27,459	63,105	Apr 16 04:33 PM
Fauber Robert	President and CEO	Apr 15 '25	Sale	437.80	415	181,687	62,690	Apr 16 04:33 PM
Fauber Robert	Officer	Apr 15 '25	Proposed Sale	437.80	415	181,687		Apr 15 09:54 AM
Fauber Robert	President and CEO	Apr 01 '25	Option Exercise	97.72	281	27,459	63,239	Apr 02 04:42 PM
Fauber Robert	President and CEO	Apr 01 '25	Sale	463.08	415	192,178	62,824	Apr 02 04:42 PM
Fauber Robert	Officer	Apr 01 '25	Proposed Sale	463.08	415	192,178		Apr 01 02:12 PM
Fauber Robert	President and CEO	Mar 17 '25	Option Exercise	97.72	281	27,459	63,373	Mar 18 04:40 PM
Fauber Robert	President and CEO	Mar 17 '25	Sale	444.43	415	184,438	62,958	Mar 18 04:40 PM
Fauber Robert	Officer	Mar 17 '25	Proposed Sale	444.43	415	184,438		Mar 17 10:31 AM
Fauber Robert	President and CEO	Mar 04 '25	Sale	493.75	2,988	1,475,279	63,092	Mar 06 04:28 PM
Tulenko Stephen T	President, Moody's Analytics	Mar 05 '25	Option Exercise	339.43	5,027	1,706,298	9,743	Mar 06 04:26 PM
Tulenko Stephen T	President, Moody's Analytics	Mar 05 '25	Sale	483.19	5,027	2,429,010	7,679	Mar 06 04:26 PM
Steele Richard G	SVP - General Counsel	Mar 04 '25	Sale	493.68	277	136,614	1,386	Mar 06 04:25 PM
Tulenko Stephen T	Officer	Mar 05 '25	Proposed Sale	483.19	5,027	2,429,010		Mar 05 04:23 PM
Fauber Robert	President and CEO	Mar 03 '25	Option Exercise	97.72	281	27,459	67,709	Mar 04 04:36 PM
Fauber Robert	President and CEO	Mar 03 '25	Sale	505.00	281	141,905	67,428	Mar 04 04:36 PM
Fauber Robert	Officer	Mar 04 '25	Proposed Sale	493.74	2,988	1,475,291		Mar 04 10:59 AM
Steele Richard G	Officer	Mar 04 '25	Proposed Sale	493.19	277	136,614		Mar 04 10:32 AM
Fauber Robert	Officer	Mar 03 '25	Proposed Sale	505.00	281	141,905		Mar 03 09:51 AM
Tulenko Stephen T	President, Moody's Analytics	Feb 26 '25	Option Exercise	290.01	3,484	1,010,403	10,493	Feb 28 04:29 PM
Tulenko Stephen T	President, Moody's Analytics	Feb 26 '25	Sale	500.03	3,484	1,742,104	8,011	Feb 28 04:29 PM
Tulenko Stephen T	Officer	Feb 26 '25	Proposed Sale	500.03	3,484	1,742,109		Feb 26 04:40 PM
Fauber Robert	President and CEO	Feb 18 '25	Option Exercise	97.72	281	27,459	62,175	Feb 19 05:59 PM
Fauber Robert	President and CEO	Feb 18 '25	Sale	522.20	281	146,738	61,894	Feb 19 05:59 PM
Fauber Robert	Officer	Feb 18 '25	Proposed Sale	522.20	281	146,738		Feb 18 11:10 AM
Fauber Robert	President and CEO	Feb 03 '25	Option Exercise	97.72	281	27,459	62,175	Feb 04 04:25 PM
Fauber Robert	President and CEO	Feb 03 '25	Sale	494.42	281	138,932	61,894	Feb 04 04:25 PM
Fauber Robert	Officer	Feb 03 '25	Proposed Sale	494.42	281	138,932		Feb 03 11:11 AM
Fauber Robert	President and CEO	Jan 15 '25	Option Exercise	97.72	281	27,459	62,175	Jan 16 04:15 PM
Fauber Robert	President and CEO	Jan 15 '25	Sale	473.62	281	133,087	61,894	Jan 16 04:15 PM
Fauber Robert	Officer	Jan 15 '25	Proposed Sale	473.62	281	133,087		Jan 15 09:57 AM
Fauber Robert	President and CEO	Jan 02 '25	Option Exercise	97.72	281	27,459	62,175	Jan 03 04:13 PM
Fauber Robert	President and CEO	Jan 02 '25	Sale	474.86	281	133,436	61,894	Jan 03 04:13 PM
Fauber Robert	Officer	Jan 02 '25	Proposed Sale	474.86	281	133,436		Jan 02 10:07 AM
Fauber Robert	President and CEO	Dec 16 '24	Option Exercise	97.72	281	27,459	61,635	Dec 17 04:19 PM
Fauber Robert	President and CEO	Dec 16 '24	Sale	490.24	281	137,757	61,354	Dec 17 04:19 PM
Fauber Robert	Officer	Dec 16 '24	Proposed Sale	490.24	281	137,757		Dec 16 10:19 AM
Fauber Robert	President and CEO	Dec 02 '24	Option Exercise	97.72	281	27,459	61,635	Dec 03 05:08 PM
Fauber Robert	President and CEO	Dec 02 '24	Sale	499.51	281	140,362	61,354	Dec 03 05:08 PM
Fauber Robert	Officer	Dec 02 '24	Proposed Sale	499.51	281	140,362		Dec 02 10:34 AM
Fauber Robert	President and CEO	Nov 15 '24	Option Exercise	97.72	281	27,459	61,635	Nov 18 05:07 PM
Fauber Robert	President and CEO	Nov 15 '24	Sale	478.99	281	134,596	61,354	Nov 18 05:07 PM
Fauber Robert	Officer	Nov 15 '24	Proposed Sale	478.99	281	134,596		Nov 15 09:40 AM
West Michael L	President, Moody's Investors	Nov 08 '24	Option Exercise	290.56	10,296	2,991,637	18,903	Nov 12 03:59 PM
West Michael L	President, Moody's Investors	Nov 08 '24	Sale	475.53	10,896	5,181,342	8,607	Nov 12 03:59 PM
West Michael L	Officer	Nov 08 '24	Proposed Sale	475.52	10,896	5,181,297		Nov 08 12:41 PM
Fauber Robert	President and CEO	Nov 01 '24	Option Exercise	97.72	281	27,459	61,635	Nov 05 04:38 PM
Fauber Robert	President and CEO	Nov 01 '24	Sale	455.98	281	128,130	61,354	Nov 05 04:38 PM
Fauber Robert	Officer	Nov 01 '24	Proposed Sale	455.98	281	128,130		Nov 01 10:48 AM
Sullivan Caroline	SVP, Corp Controller	Oct 28 '24	Option Exercise	279.00	1,681	468,998	2,429	Oct 29 04:02 PM
Sullivan Caroline	SVP, Corp Controller	Oct 28 '24	Sale	462.40	1,681	777,288	1,415	Oct 29 04:02 PM
Sullivan Caroline	Officer	Oct 28 '24	Proposed Sale	462.40	1,681	777,295		Oct 28 03:22 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 09 '24	Sale	464.06	500	232,030	6,647	Aug 12 04:44 PM
Steele Richard G	SVP - General Counsel	Aug 08 '24	Option Exercise	170.68	1,862	317,807	2,014	Aug 09 04:47 PM
Steele Richard G	SVP - General Counsel	Aug 08 '24	Sale	455.43	1,862	848,001	1,040	Aug 09 04:47 PM
Tulenko Stephen T	Officer	Aug 09 '24	Proposed Sale	464.06	500	232,030		Aug 09 02:30 PM
Steele Richard G	Officer	Aug 08 '24	Proposed Sale	455.43	1,862	848,001		Aug 08 02:55 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 06 '24	Sale	452.62	1,000	452,620	7,147	Aug 07 04:07 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 05 '24	Sale	444.26	569	252,694	8,147	Aug 07 04:07 PM
Tulenko Stephen T	Officer	Aug 06 '24	Proposed Sale	452.62	1,000	452,620		Aug 06 12:30 PM
Tulenko Stephen T	Officer	Aug 05 '24	Proposed Sale	444.10	569	252,694		Aug 05 12:02 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 31 '24	Sale	457.99	1,147	525,116	8,715	Aug 02 04:00 PM
Tulenko Stephen T	Officer	Jul 31 '24	Proposed Sale	457.83	1,147	525,128		Jul 31 01:40 PM
Steele Richard G	SVP - General Counsel	Jul 29 '24	Option Exercise	113.34	1,506	170,690	2,546	Jul 30 05:20 PM
Steele Richard G	SVP - General Counsel	Jul 29 '24	Sale	450.13	1,506	677,896	1,040	Jul 30 05:20 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 29 '24	Option Exercise	278.62	5,978	1,665,596	15,840	Jul 30 04:37 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 29 '24	Sale	450.25	5,978	2,691,581	9,862	Jul 30 04:37 PM
West Michael L	President, Moody's Investors	Jul 29 '24	Sale	449.98	1,100	494,978	9,207	Jul 30 04:35 PM
Steele Richard G	Officer	Jul 29 '24	Proposed Sale	450.13	1,506	677,896		Jul 29 08:02 PM
Tulenko Stephen T	Officer	Jul 29 '24	Proposed Sale	450.25	5,978	2,691,581		Jul 29 06:31 PM
West Michael L	Officer	Jul 29 '24	Proposed Sale	449.98	1,100	494,978		Jul 29 04:22 PM

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Index	S&P 500	P/E	15.78	EPS (ttm)	5.73	Insider Own	3.92%	Shs Outstand	2.09B	Perf Week	-6.12%
Market Cap	189.25B	Forward P/E	25.59	EPS next Y	3.54	Insider Trans	-0.17%	Shs Float	2.01B	Perf Month	6.32%
Enterprise Value	194.03B	PEG	-	EPS next Q	0.62	Inst Own	79.60%	Short Float	2.26%	Perf Quarter	22.26%
Income	12.29B	P/S	4.17	EPS this Y	-36.23%	Inst Trans	0.80%	Short Ratio	2.08	Perf Half Y	39.57%
Sales	45.38B	P/B	8.61	EPS next Y	21.60%	ROA	26.59%	Short Interest	45.33M	Perf YTD	50.03%
Book/sh	10.51	P/C	26.00	EPS next 5Y	-0.53%	ROE	74.39%	52W High	97.71 -7.38%	Perf Year	25.19%
Cash/sh	3.48	P/FCF	24.31	EPS past 3/5Y	- -	ROIC	38.67%	52W Low	54.84 65.03%	Perf 3Y	319.56%
Dividend Est.	-	EV/EBITDA	37.00	Sales past 3/5Y	36.07% 27.60%	Gross Margin	32.07%	Volatility	2.45% 2.80%	Perf 5Y	173.08%
Dividend TTM	-	EV/Sales	4.28	EPS Y/Y TTM	758.07%	Oper. Margin	9.97%	ATR (14)	2.55	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.02	Sales Y/Y TTM	17.60%	Profit Margin	27.07%	RSI (14)	48.49	Recom	1.49
Dividend Gr. 3/5Y	- -	Current Ratio	1.02	EPS Q/Q	365.96%	SMA20	-1.67%	Beta	1.43	Target Price	100.12
Payout	0.00%	Debt/Eq	0.51	Sales Q/Q	13.84%	SMA50	1.88%	Rel Volume	0.77	Prev Close	90.75
Employees	31100	LT Debt/Eq	0.45	Earnings	Aug 06 BMO	SMA200	18.49%	Avg Volume	21.78M	Price	90.50
IPO	May 10, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	63.51% -0.84%	Trades		Volume	16,871,377	Change	-0.28%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-27-25	Downgrade	Canaccord Genuity	Buy → Hold	$84
Jun-11-25	Initiated	Stifel	Buy	$110
May-08-25	Downgrade	Wedbush	Outperform → Neutral	$85
Mar-11-25	Downgrade	Fox Advisors	Overweight → Equal Weight
Jan-02-25	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Oct-31-24	Upgrade	Gordon Haskett	Hold → Buy
Oct-25-24	Initiated	The Benchmark Company	Hold
Oct-17-24	Downgrade	Daiwa Securities	Outperform → Neutral	$84
Oct-07-24	Reiterated	Truist	Buy	$88 → $99
Sep-24-24	Resumed	Raymond James	Strong Buy	$90
Sep-05-24	Initiated	Cantor Fitzgerald	Overweight	$90
Jul-22-24	Initiated	Melius	Hold	$77
Jul-16-24	Initiated	Wolfe Research	Outperform	$90
Feb-22-24	Reiterated	BTIG Research	Buy	$80 → $90
Feb-08-24	Reiterated	Needham	Buy	$71 → $90
Jan-24-24	Downgrade	Gordon Haskett	Buy → Hold	$66
Jan-22-24	Reiterated	Needham	Buy	$63 → $71
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$69
Dec-29-23	Downgrade	Nomura	Buy → Neutral	$59 → $62
Nov-03-23	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$60

Show Previous Ratings

Jul-17-25 08:01PM	A Used Car Buyer Is Baffled By Prices, Says There Are No More Affordable Safe And Reliable Starter Cars With Less Than 100K Miles (Benzinga)
07:01PM	NATO Just Funded A British Startup That Says Its AI Tech Can Spot Deadly Bio Threats Before They SpreadEven The Ones We Didn't Know Existed (Benzinga)
06:34PM	Podcast: S&P Hits New High With Upbeat Earnings (The Wall Street Journal)
06:31PM	Bill Gates Says Elon Musk Was 'Super Mean' After He Shorted Tesla Stock 'But He's Super Mean to So Many People' (Benzinga)
05:04PM	Stocks to Watch Recap: TSMC, United Airlines, GE Aerospace, Lucid (The Wall Street Journal)
05:00PM	Loading…
05:00PM	Uber Stock Falls As Wall Street Sizes Up Robotaxi Deal With Lucid (Investor's Business Daily)
04:38PM	These Stocks Moved the Most Today: Lucid, TSMC, Elevance, Sarepta, PepsiCo, Abbott Labs, Archer Daniels, and More (Barrons.com)
04:35PM	Uber Invests $300M in Lucid for Robotaxi Push With Nuro's Tech (GuruFocus.com)
03:32PM	Amid High Housing Costs, 40% Of Wealthy Americans Are Buying Second Homes Overseas (Benzinga)
03:07PM	Uber-Lucid partnership important for Uber and very big deal for Lucid: Former Ford CEO Mark Fields (CNBC TV)
02:43PM	These Stocks Are Moving the Most Today: Lucid, TSMC, Elevance, Sarepta, PepsiCo, Abbott Labs, Archer Daniels, and More (Barrons.com)
01:51PM	Lucid Soars 40% After Uber Unveils Global Robotaxi Plan with Nuro (GuruFocus.com)
01:32PM	OpenAI Hires Entire Team From AI Startup Backed By Shopify And Radical Ventures 'To Ensure AGI Benefits All Of Humanity' (Benzinga)
01:25PM	Billionaire Developer Stephen Ross Closes On A Deal To Buy 45% Of Tennis' Miami Open (Benzinga)
01:24PM	Stocks to Watch Thursday: TSMC, United Airlines, GE Aerospace, Lucid (The Wall Street Journal)
01:15PM	Loading…
01:15PM	Georgia Buyer Is Two Weeks From Closing When FSBO Sellers Try To Cancel. Now They're Freaking Out With Nowhere To Go And Money Spent (Benzinga)
01:13PM	Lucid Partners With Uber, Nuro to Launch Robotaxi Fleet (Bloomberg)
12:51PM	Lucid Stock Is Soaring on an Uber Partnership. How Should You Play LCID Here? (Barchart)
12:16PM	Uber to buy 20,000 self-driving taxis (The Telegraph)
11:52AM	Lucid Stock Soars 45% on Robotaxi Partnership With Uber, Nuro (Investopedia)
11:46AM	Uber Strikes Robotaxi Deal With Tesla Competitor. But Uber Stock Falls. (Investor's Business Daily)
11:45AM	Lucid stock skyrockets on multimillion dollar Uber robotaxi deal (Yahoo Finance Video)
11:07AM	Waymo expands coverage in Austin, Texas, as robotaxi competition heats up (Reuters)
11:00AM	Uber & Lucid, Union Pacific, Sarepta: Trending Tickers (Yahoo Finance Video)
10:55AM	This Tesla rival's stock soars as Uber plans big investment, launch of robotaxi service (MarketWatch)
10:02AM	An 18-Year-Old Asks Reddit For Financial Advice: 'I'd Like To Get Into Investing' (Benzinga)
09:45AM	Uber Teams Up With Lucid and Nuro on Robotaxis (Bloomberg)
09:31AM	Uber, Lucid partner on new robotaxi service, taking on Waymo and Tesla (Yahoo Finance)
09:17AM	Stock Market Today: Dow Rises On Surprise Jobless Claims, Retail Sales; Nvidia Chipmaker TSMC Jumps On Earnings (Live Coverage) (Investor's Business Daily)
09:14AM	Lucid stock soars after Uber partnership for autonomous robotaxi program (Investing.com)
09:12AM	Loading…
09:12AM	Lucid Takes On Tesla's Robo-Taxis. Stock Jumps 50% On Self Driving Partnership With Uber. (Barrons.com)
08:35AM	Uber to invest $300 million in EV maker Lucid as part of robotaxi deal (Reuters)
08:31AM	Uber makes multi-million-dollar investment in Lucid and Nuro to build a premium robotaxi service (TechCrunch)
08:30AM	Lucid, Nuro, and Uber Partner on Next-Generation Autonomous Robotaxi Program (Business Wire)
07:18AM	Tech, Media & Telecom Roundup: Market Talk (The Wall Street Journal)
Jul-16-25 01:04PM	Tesla and Waymo threat? NHTSA nominee pushes for federal self-driving regulation to 'build public trust' (Yahoo Finance)
11:37AM	Scale AI to Cut 14% of Staff Following Meta Investment (Bloomberg)
09:47AM	Mamdani Talks Intifada, Taxes in Grilling by Business Leaders (Bloomberg)
09:46AM	3 High-Risk, High-Reward Stocks With Explosive Upside (MarketBeat)
09:13AM	Nvidia, Meta, Google, Microsoft, and other giant tech stocks have one important challenge coming up (Yahoo Finance)
09:09AM	Jefferies on internet stocks: Own names offering peer-leading EBITDA growth (Investing.com)
08:31AM	Why StablecoinsNot BitcoinAre Silicon Valley's Next Big Crypto Play (Benzinga)
08:00AM	What You Need to Know Ahead of Uber Technologies' Earnings Release (Barchart)
08:00AM	Uber Welcomes New Retailers to its SNAP EBT Program (PR Newswire)
07:25AM	Baidu and Uber partnership to deploy AVs in global markets (Just Auto)
07:10AM	Chariot Defense Emerges from Stealth to Bridge the Military's Critical Battlefield Energy and Power Gap (PR Newswire)
Jul-15-25 11:31PM	Uber, Baidu relaunch robotaxi race: what it means for autonomous mobility's next chapter (DigiTimes)
04:23PM	Uber Strikes Partnership With Baidu For Robotaxi Rollout (Investor's Business Daily)
01:15PM	Why Baidu Stock Was Driving in the Fast Lane on Tuesday (Motley Fool)
11:53AM	Tesla exec., Joby Aviation, Uber & Baidu: Trending Tickers (Yahoo Finance Video)
11:02AM	Ubers latest robotaxi partner is Chinas Baidu (TechCrunch)
10:27AM	Baidu shares jump after announcing autonomous vehicle deal with Uber (Investing.com)
10:05AM	SERV vs. UBER: Which Autonomous Delivery Play Offers More Upside Now? (Zacks)
09:17AM	Gross Bookings Strong at Uber: Is There Room for Further Upside? (Zacks)
09:02AM	Uber Stock Gains On Robotaxi Partnership With Baidu In Asia, Middle East (Investor's Business Daily)
08:59AM	Price.com Brings Smarter Shopping to Sweatcoin's 190 million Users (PR Newswire)
08:00AM	Beyond Tesla: Under-the-radar stocks that could capitalize on the $1.2 trillion autonomous driving market (Yahoo Finance)
08:00AM	Baidu and Uber Join Forces to Accelerate Autonomous Vehicle Deployment (PR Newswire)
01:12AM	Jim Cramer Notes He Has "Great Ambitions for Uber" (Insider Monkey)
Jul-14-25 05:33PM	Inside Waabi's Bold AI Bet (Bloomberg)
01:38PM	Uber Technologies, Inc. (UBER): A Bull Case Theory (Insider Monkey)
10:01AM	GreenPal Empowers Lawn Care Pros Leveraging AI, Surpasses 5 Million Transactions (PR Newswire)
09:00AM	How to retire in 10 short years no matter where you live in America even if youre starting with $0 savings (Moneywise)
07:45AM	3 Reasons to Buy Uber Stock Like There's No Tomorrow (Motley Fool)
07:25AM	What Makes Uber Technologies (UBER) a Great Business to Invest in? (Insider Monkey)
07:18AM	Analysts Bet Big on Uber Stock's Expansion in Autonomous Driving (MarketBeat)
Jul-13-25 08:00AM	Netflix Q2 preview: There's 'a lot to like' about the business (Yahoo Finance Video)
Jul-12-25 03:30AM	Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Late 2028 (Motley Fool)
Jul-11-25 05:45PM	Uber Technologies (UBER) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
02:46PM	Final Trades: Uber, Delta, Zimmer Holdings and Boeing (CNBC TV)
10:06AM	My 2 Favorite Growth Stocks for the Next 5 Years (Motley Fool)
09:00AM	Investors Heavily Search Uber Technologies, Inc. (UBER): Here is What You Need to Know (Zacks)
07:00AM	Teslas Robotaxi Launch Was Underwhelming. Thats Good News for This 1 Stock to Buy. (Barchart)
Jul-10-25 08:29PM	Tesla Plans Robotaxi Expansion to California and Arizona (Bloomberg)
01:00PM	May Mobility Launches Ride-Hail API, Signaling Readiness to Scale Autonomous Deployments Globally (PR Newswire)
12:42PM	Uber in online delivery partnership with 2028 Los Angeles Olympics (Chain Store Age)
11:47AM	Uber stock vs Lyft stock: Good Buy or Goodbye picks revisited (Yahoo Finance Video)
09:42AM	Analyst Explains Why Uber Technologies (UBER) Stock Can Grow More Despite 50% Year-to-Date Gains (Insider Monkey)
09:35AM	Teslas next bet could flip the robotaxi race (TheStreet)
09:15AM	Uber Technologies, Inc. (UBER) Soars to 52-Week High, Time to Cash Out? (Zacks)
08:47AM	GDOT Stock Skyrockets 46% in 3 Months: Still Time to Ride the Wave? (Zacks)
06:44AM	INSHUR receives $35m from Trinity Capital (Life Insurance International)
06:24AM	Embedded payments drive into parking (Payments Dive)
Jul-09-25 03:55PM	Wasserman CEO: Uber will be the official transportation partner of LA 2028 Olympics (CNBC TV)
03:00PM	Uber Partners with the LA28 Olympic and Paralympic Games and Team USA as the Official Rideshare and On-Demand Delivery Partner to Help Games Stakeholders Go Anywhere and Get Anything (Business Wire)
12:53PM	Trump tariffs, Nvidia hits $4 trillion market cap, Mark Zuckerberg's big summer: Opening Bid takeaways (Yahoo Finance)
12:52PM	Uber stock is up more than 60% YTD as it leans into AV partnerships (Yahoo Finance)
12:43PM	3 Top Technology Stocks to Buy Now (UBER, COIN, MU) (Zacks)
12:00PM	How Uber stock & drivers could get a boost from Trump's tax bill (Yahoo Finance Video)
10:58AM	America's oldest bank will now custody Ripple's stablecoin (TheStreet)
08:56AM	Serve Robotics' Top Line Gains Traction: Can It Sustain the Momentum? (Zacks)
03:51AM	Billionaire Bill Ackman Continues to Sell Shares of Chipotle in Favor of an Industry-Leading Stock Where the Addressable Market Can 10X in 8 Years (Motley Fool)
12:35AM	1 S&P 500 Stock to Own for Decades and 2 to Think Twice About (StockStory)
Jul-08-25 09:00PM	Best Stock to Buy Right Now: Uber vs. Tesla (Motley Fool)
04:30PM	Uber Announces Date of Second Quarter 2025 Results Conference Call (Business Wire)
02:50PM	BoA's Justin Post: Uber drivers earnings could increase a billion dollars not having to pay taxes (CNBC TV)
02:35PM	A Waymo Taxi Took Me for a Ride. Im Ready to Try Tesla. (Barrons.com)
02:17PM	Uber's highs, Trump tariff warning, Wendys CEO heads to Hershey (Yahoo Finance Video)
01:00PM	Waymo Begins Offering Teen Accounts, Starting in Metro Phoenix (Bloomberg)
01:00PM	Teenagers can now hail a Waymo robotaxi in Phoenix (TechCrunch)

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mahendra-Rajah Prashanth	CFO	Jul 07 '25	Sale	95.00	2,750	261,250	21,975	Jul 09 06:51 PM
Mahendra-Rajah Prashanth	Officer	Jul 07 '25	Proposed Sale	94.94	2,750	261,085		Jul 07 12:14 PM
Hazelbaker Jill	See Remarks	May 12 '25	Sale	86.03	34,884	3,001,214	102,135	May 14 07:58 PM
Jill Hazelbaker	Officer	May 12 '25	Proposed Sale	82.71	104,454	8,639,390		May 12 04:15 PM
Mahendra-Rajah Prashanth	CFO	May 05 '25	Sale	85.00	2,750	233,750	21,063	May 07 06:05 PM
Mahendra-Rajah Prashanth	Officer	May 05 '25	Proposed Sale	84.94	2,750	233,578		May 05 11:30 AM
Mahendra-Rajah Prashanth	CFO	Mar 20 '25	Sale	75.00	2,750	206,250	22,162	Mar 24 08:56 PM
Mahendra-Rajah Prashanth	Officer	Mar 20 '25	Proposed Sale	75.00	2,750	206,250		Mar 20 11:45 AM
Krishnamurthy Nikki	SVP and Chief People Officer	Mar 14 '25	Sale	71.57	20,000	1,431,394	361,908	Mar 18 07:48 PM
West Tony	See Remarks	Mar 14 '25	Sale	70.92	23,462	1,663,826	90,779	Mar 17 08:15 PM
West Tony	See Remarks	Mar 13 '25	Sale	70.27	23,404	1,644,498	114,241	Mar 17 08:15 PM
Tanya Nichole Krishnamurthy	Officer	Mar 14 '25	Proposed Sale	69.51	20,000	1,390,200		Mar 14 04:44 PM
DEREK ANTHONY WEST	Officer	Mar 14 '25	Proposed Sale	70.92	23,462	1,663,826		Mar 14 04:18 PM
DEREK ANTHONY WEST	Officer	Mar 13 '25	Proposed Sale	70.27	23,404	1,644,498		Mar 13 04:17 PM
Hazelbaker Jill	See Remarks	Feb 18 '25	Sale	81.02	31,000	2,511,496	86,973	Feb 19 06:42 PM
Jill Hazelbaker	Officer	Feb 18 '25	Proposed Sale	79.42	49,093	3,898,966		Feb 18 06:49 PM
Hazelbaker Jill	See Remarks	Nov 25 '24	Sale	72.90	27,780	2,025,165	107,289	Nov 27 07:30 PM
Jill Hazelbaker	Officer	Nov 07 '24	Proposed Sale	74.36	109,637	8,152,607		Nov 07 08:50 PM
Hazelbaker Jill	See Remarks	Sep 16 '24	Sale	72.00	40,000	2,880,044	127,352	Sep 18 08:11 PM
Jill Hazelbaker	Officer	Aug 08 '24	Proposed Sale	65.54	138,115	9,052,057		Aug 08 06:12 PM

Dollar change -28.30
Percentage change -3.58	%

Peers: NVO JNJ ABBV MRK AZN AMGN PFE SNY BMY GSK

| Held by: VTI VOO SPY IVV VUG XLV VIG IWF VHT QUAL

Index	S&P 500	P/E	63.08	EPS (ttm)	12.07	Insider Own	10.35%	Shs Outstand	948.10M	Perf Week	-3.69%
Market Cap	721.70B	Forward P/E	25.56	EPS next Y	29.79	Insider Trans	-0.89%	Shs Float	849.66M	Perf Month	-5.71%
Enterprise Value	757.08B	PEG	1.51	EPS next Q	5.56	Inst Own	73.70%	Short Float	0.91%	Perf Quarter	0.57%
Income	11.11B	P/S	14.73	EPS this Y	67.98%	Inst Trans	0.99%	Short Ratio	1.97	Perf Half Y	2.23%
Sales	49.00B	P/B	45.80	EPS next Y	36.53%	ROA	14.49%	Short Interest	7.71M	Perf YTD	-1.36%
Book/sh	16.63	P/C	224.08	EPS next 5Y	41.87%	ROE	77.73%	52W High	972.53 -21.70%	Perf Year	-19.88%
Cash/sh	3.40	P/FCF	193.15	EPS past 3/5Y	24.14% 18.77%	ROIC	22.10%	52W Low	677.09 12.47%	Perf 3Y	135.33%
Dividend Est.	6.24 (0.82%)	EV/EBITDA	35.13	Sales past 3/5Y	16.73% 15.08%	Gross Margin	81.70%	Volatility	3.30% 2.58%	Perf 5Y	366.15%
Dividend TTM	5.60 (0.74%)	EV/Sales	15.45	EPS Y/Y TTM	80.73%	Oper. Margin	40.25%	ATR (14)	21.10	Perf 10Y	770.48%
Dividend Ex-Date	Aug 15, 2025	Quick Ratio	1.06	Sales Y/Y TTM	36.38%	Profit Margin	22.66%	RSI (14)	43.71	Recom	1.53
Dividend Gr. 3/5Y	15.21% 15.05%	Current Ratio	1.37	EPS Q/Q	23.46%	SMA20	-2.49%	Beta	0.44	Target Price	988.17
Payout	44.39%	Debt/Eq	2.44	Sales Q/Q	45.17%	SMA50	-0.70%	Rel Volume	1.05	Prev Close	789.80
Employees	47000	LT Debt/Eq	2.19	Earnings	Aug 07 BMO	SMA200	-6.13%	Avg Volume	3.91M	Price	761.50
IPO	Jul 09, 1970	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.51% 0.48%	Trades		Volume	4,093,788	Change	-3.58%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-05-25	Downgrade	Erste Group	Buy → Hold
Apr-28-25	Downgrade	HSBC Securities	Buy → Reduce	$1150 → $700
Apr-22-25	Initiated	Cantor Fitzgerald	Overweight	$975
Dec-10-24	Resumed	BofA Securities	Buy	$997
Nov-15-24	Initiated	Wolfe Research	Outperform	$1000
Oct-17-24	Initiated	Bernstein	Outperform	$1100
Sep-13-24	Resumed	Citigroup	Buy	$1060
Aug-12-24	Upgrade	Deutsche Bank	Hold → Buy	$1025
Feb-21-24	Downgrade	DZ Bank	Buy → Hold	$820
Feb-16-24	Reiterated	Morgan Stanley	Overweight	$805 → $950
Dec-21-23	Downgrade	Daiwa Securities	Buy → Outperform	$660 → $610
Nov-09-23	Initiated	Deutsche Bank	Hold	$535
Oct-20-23	Resumed	UBS	Buy	$612 → $710
Aug-09-23	Upgrade	Jefferies	Hold → Buy	$408 → $615
Jul-26-23	Reiterated	Citigroup	Buy	$360 → $525
Jul-14-23	Initiated	HSBC Securities	Buy	$560
May-24-23	Reiterated	UBS	Buy	$447 → $498
May-24-23	Reiterated	BofA Securities	Buy	$450 → $500
Mar-13-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$360 → $375
Mar-06-23	Initiated	Jefferies	Hold	$290

Show Previous Ratings

Jul-17-25 09:45AM	Eli Lilly vs. Merck: Which Drug Giant Appears Better Poised Today? (Zacks)
01:00AM	This Pick Withstood the GLP-1 Challenge. Stick With the Stock. (Barrons.com)
Jul-16-25 03:25PM	Johnson & Johnson (JNJ) Q2 Earnings and Revenues Top Estimates (Zacks)
03:20PM	Johnson & Johnson (JNJ) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
12:45PM	Trump Threatens Pharma Tariffs Soon. Why the Stocks Are Looking Healthy. (Barrons.com)
11:27AM	Loading…
11:27AM	Johnson & Johnson shares jump after forecasting sales boost and milder tariff impact (Financial Times)
07:10AM	Leading Drug Delivery Conference PODD Announces its 15th Annual Agenda (PR Newswire)
06:56AM	Tariffs Are Showing Up in Inflation. Why Trump Can't Afford to Ditch Powell. (Barrons.com)
06:35AM	Trump Threatens Pharma Tariffs This Month. Why the Stocks Are Looking Healthy. (Barrons.com)
04:00AM	FDA invites more data from abroad with a wary eye on China (Pharma Voice)
12:02AM	Jim Cramer on Eli Lilly: "How Can You Leave This One Right Here?" (Insider Monkey)
Jul-15-25 07:23PM	Trump Says Drug Tariffs Probable by Aug. 1, Downplays More Deals (Bloomberg)
05:45PM	Eli Lilly (LLY) Dips More Than Broader Market: What You Should Know (Zacks)
04:52PM	Health Care Roundup: Market Talk (The Wall Street Journal)
04:27PM	Goldman Spotlights These 3 Stocks in Its Bullish S&P 500 Outlook (MarketBeat)
01:50PM	Loading…
01:50PM	Lilly's Zepbound Faces a Potential Weight-Loss Rival. It's Made by a Chinese Biotech. (Barrons.com)
12:02PM	The Zacks Analyst Blog Highlights Lilly, Netflix, GE Aerospace, Willis Lease and Flanigan's Enterprises (Zacks)
10:56AM	Connecticut wants to make generic GLP-1s. Will RFK Jr. lend a hand? (Yahoo Finance)
09:10AM	Eli Lilly (LLY) Secures FDA Label Update for Alzheimer's Disease Treatment (Insider Monkey)
08:35AM	Here's How to Play AbbVie Stock as it Reaches Golden Cross (Zacks)
08:34AM	Novo Nordisk Plunges 20% YTD: How Should Investors Play the Stock? (Zacks)
08:30AM	Health Canada Approves Lilly's Omvoh® (mirikizumab) for Crohn's Disease; New Citrate-Free Formulation (PR Newswire)
Jul-14-25 04:35PM	Top Research Reports for Eli Lilly, Netflix & GE Aerospace (Zacks)
11:22AM	Illimis secures funding for GAIA-based Alzheimers therapeutics (Pharmaceutical Technology)
10:23AM	MRK's Buyout Spree to Broaden Product Portfolio: Can it Aid Growth? (Zacks)
09:00AM	Investors Heavily Search Eli Lilly and Company (LLY): Here is What You Need to Know (Zacks)
08:51AM	Biotech Stocks Are Ready to Rebound. Gilead Sciences and 2 More to Watch Now. (Barrons.com)
06:04AM	Europe Glucagon-like Peptide-1 (GLP-1) Agonists Research Report 2025 \| Market to Reach $14.34 Billion by 2034, Driven by Innovative R&D, Strategic Collaborations, and Drug Formulation Advancements (GlobeNewswire)
05:56AM	GLP-1 Agonists Drug Pipeline Analysis Market Report 2025 \| Next-generation GLP-1 Agonists Pave the Way for Diabetes and Obesity Management (GlobeNewswire)
05:46AM	Obesity Drug Pipeline Analysis Report 2025 \| Pfizer and Eli Lilly Lead the Charge in Cutting-Edge Obesity Research (GlobeNewswire)
01:30AM	Loading…
01:30AM	Biotech Stocks Are Ready to Rebound. 3 to Watch Now. (Barrons.com)
Jul-13-25 07:01AM	Trump Says 200% Pharma Tariffs Are Coming. Wall Street Shrugs. (The Wall Street Journal)
Jul-12-25 02:33PM	Eli Lilly and Company (LLY): I Would "Love" If Trump Praised The Company, Says Jim Cramer (Insider Monkey)
09:36AM	FDA willing to trade faster drug reviews for lower prices, Bloomberg reports (TipRanks)
06:40AM	3 Dividend Growth Stocks to Buy and Hold (Motley Fool)
Jul-11-25 08:47PM	Lightning Round: Huntington Ingalls is a buy, says Jim Cramer (CNBC TV)
04:56PM	Big pharma's multiple looming patent cliffs: What to know (Yahoo Finance Video)
03:52PM	Wall Street Bets Big on Eli Lilly: New Drugs Could Drive 300% EPS Growth (GuruFocus.com)
08:54AM	Can Mounjaro and Zepbound Drive Another Strong Quarter for Eli Lilly? (Zacks)
04:01AM	Psoriatic Arthritis Market Report 2025-2035 \| Competitive Analysis of AbbVie, UCB, Pfizer, Johnson & Johnson, Eli Lilly and Co, Bristol-Myers Squibb, Affibody, Amgen, Boehringer Ingelheim, Sun Pharma (GlobeNewswire)
04:00AM	Eli Lilly Has Seized the Lead in Anti-Obesity Drugs. Next Up: a Pill. (Barrons.com)
Jul-10-25 04:52PM	Integer Appoints Michael Coyle to Board of Directors (GlobeNewswire)
10:09AM	Lilly Down More Than 15% in a Year: Time to Buy, Sell or Hold? (Zacks)
09:41AM	Are Growth Stocks Back? 3 That Look Like Winners to Buy Now (MarketBeat)
09:34AM	Pharma Companies Remain Calm Amid Fresh Tariff Threat by Trump (Zacks)
08:50AM	These 2 Medical Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
08:17AM	Big Pharma on the Clock as 200% Tariffs Loom (GuruFocus.com)
Jul-09-25 06:16PM	3 Reasons I Bought Novo Nordisk Stock Instead of Eli Lilly (Motley Fool)
05:45PM	Eli Lilly (LLY) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
11:48AM	Is Novo Nordisk Increasing Dosage to Defend Wegovy's Edge in Obesity? (Zacks)
11:41AM	Wall Street waves off Trump's 200% pharma tariff threat (Yahoo Finance)
09:24AM	Merck Faces Multiple Challenges: Will It Steer Through Successfully? (Zacks)
09:19AM	Verona Pharma Stock Jumps 20% on $10B Buyout Offer From Merck (Zacks)
07:29AM	Trump's Drug Tariffs: Where Does the U.S. Import Pharmaceuticals From? (The Wall Street Journal)
06:45AM	FDA approves updated label for Lilly's Kisunla (donanemab-azbt) with new dosing in early symptomatic Alzheimer's disease (PR Newswire)
06:35AM	Stocks to Watch Wednesday: Freeport-McMoRan, UnitedHealth, Novo Nordisk (The Wall Street Journal)
06:15AM	Alcohol Use Disorder Market Report 2025-2035 Featuring Clearmind Medicine, Purdue Pharma, Psyence Biomedical, Eli Lilly and Co, Tempero Bio,, Nxera Pharma, Novo Nordisk, Adial, Alkermes, Lundbeck (GlobeNewswire)
01:03AM	Eli Lilly (LLY) Announced Results for its Once-Weekly Insulin (Insider Monkey)
Jul-08-25 04:44PM	Don't Miss Out: 3 Blue-Chips Set to Pop This Earnings Season (MarketBeat)
03:31PM	Regeneron's Blockbuster Dupixent Faces a New Rival (Barrons.com)
02:18PM	Trump Says Hell Set 50% Copper Tariff, Wait Year on Drug Levies (Bloomberg)
01:31PM	Trump says pharma tariffs may reach 200%, hitting in 12 to 18 months (MarketWatch)
08:27AM	How Will Skyrizi and Rinvoq Sales Aid AbbVie's Upcoming Q2 Results? (Zacks)
07:49AM	Schizophrenia Market Research and Forecast Report 2025-2034 \| Emerging Therapies and Genetic Research Drive Growth with Bristol Myers Squibb, AstraZeneca, and Eli Lilly Leading (GlobeNewswire)
07:39AM	Anti-Obesity Drugs Market Research and Forecast Report 2025 \| Market to Surpass $120 Billion by 2034 - Increased Strategic Merger and Initiatives to Meet Rising Demand (GlobeNewswire)
06:03AM	Analysis: 'Trump Effect' website takes credit for US investment made under Biden (Reuters)
04:55AM	3 Underrated Dividend Growth Stocks to Buy and Hold for Years (Motley Fool)
Jul-07-25 04:27PM	Apogee Dives. But It Could Eventually Rival Sanofi's Biggest Moneymaker. (Investor's Business Daily)
12:48PM	Prime Medicine stock soars amid gene editing sector momentum (Investing.com)
09:55AM	Novo and Lilly compete in India as obesity drugs demand hikes (Reuters Videos)
09:51AM	Smith Blasts Novo, Coloplast in Danish Life Science Rebuke (Bloomberg)
06:40AM	3 No-Brainer Stocks to Buy in July (Motley Fool)
04:00AM	GLP-1 roadblocks: Discontinuation rates soar as insurers clamp down (Pharma Voice)
03:45AM	Better Growth Buy: Eli Lilly vs. Viking Therapeutics (Motley Fool)
Jul-06-25 07:05AM	2 Dividend Growth Stocks to Buy and Hold Forever (Motley Fool)
Jul-04-25 09:53AM	Will Novo Nordisk's Rare Disease Bets Reduce GLP-1 Reliance? (Zacks)
03:22AM	UBS Sees Strong Sales Outlook for Eli Lilly's Zepbound and Mounjaro (Insider Monkey)
01:01AM	Lilly and Novo Are the Kings of Weight-Loss Drugs. The Companies Coming for Their Crowns. (Barrons.com)
Jul-03-25 02:30PM	Novo Nordisk Ignored Internal Warnings On Wegovy Launch Preparedness: Report (Benzinga)
08:48AM	Pfizer Trades Above 50-Day Average for a Month: Time to Buy? (Zacks)
08:20AM	Here's How Lilly's Non-Obesity Drugs are Contributing to Sales Growth (Zacks)
Jul-02-25 09:30AM	Wall Street Bulls Look Optimistic About Lilly (LLY): Should You Buy? (Zacks)
08:46AM	Will AbbVie's Acquisition Spree Aid Pipeline Growth? (Zacks)
05:43AM	Semaglutide Market Forecast Report 2025-2033 \| Growth Accelerates Amid Rising Awareness, Regulatory Approvals, and Strong Pipeline Advancements (GlobeNewswire)
04:01AM	2 Growth Stocks to Buy Hand Over Fist in July (Motley Fool)
Jul-01-25 09:00AM	Here is What to Know Beyond Why Eli Lilly and Company (LLY) is a Trending Stock (Zacks)
06:20AM	Should You Invest in the iShares U.S. Pharmaceuticals ETF (IHE)? (Zacks)
06:20AM	Should You Invest in the Fidelity MSCI Health Care Index ETF (FHLC)? (Zacks)
06:06AM	How Novo Nordisk misread the US market for its weight loss sensation (Reuters)
Jun-30-25 05:08PM	FDA Approves Updated Label For Eli Lilly and Company (LLY)'s Amyvid To Support Alzheimer's Diagnosis (Insider Monkey)
04:09PM	Can Protagonist Take On Eli Lilly's Next-Generation Obesity Treatment? (Investor's Business Daily)
01:30PM	Eli Lilly (LLY) Faces Bearish Options Flow, But Probabilities Tell a Different Story (Barchart)
10:27AM	Will CVS Health's Formulary Move Boost Its Weight Management Program? (Revised) (Zacks)
08:18AM	RBC says Lilly could blaze trail and Biogen could pull ahead in Alzheimers market (Investing.com)
Jun-29-25 08:36AM	3 Biotech Stocks to Watch: Iovance, Neurocrine & Viking (MarketBeat)
Jun-28-25 06:47AM	Which Stock Will Dominate the Weight Management Market Through 2030? (Motley Fool)
Jun-27-25 11:10AM	NVO vs. LLY: Which Obesity Powerhouse is the Stronger Bet Now? (Zacks)
10:10AM	Amgen Looks to Take Share of Booming Obesity Space: Will It Succeed? (Zacks)
10:08AM	AbbVie Adds More Than $24B in 6 Months: How to Play ABBV Stock (Zacks)
09:53AM	BMO downgrades Verve Therapeutics saying Lilly buyout deal caps upside (Investing.com)

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Zakrowski Donald A	SVP, Finance, & CAO	May 27 '25	Sale	716.41	1,000	716,410	4,840	May 27 04:13 PM
Yuffa Ilya	EVP & President, LLY Int'l	May 14 '25	Sale	749.24	1,250	936,550	27,510	May 15 04:17 PM
Yuffa Ilya	Officer	May 14 '25	Proposed Sale	749.24	2,500	1,873,100		May 14 12:25 PM
DONALD ZAKROWSKI	Officer	Mar 13 '25	Proposed Sale	821.86	2,000	1,643,720		Mar 13 04:57 PM
Zakrowski Donald A	SVP, Finance, & CAO	Mar 13 '25	Sale	818.24	1,000	818,240	5,840	Mar 13 04:17 PM
LILLY ENDOWMENT INC	10% Owner	Mar 03 '25	Sale	928.76	220,000	204,326,151	96,016,978	Mar 04 04:00 PM
Dozier Eric	EVP, Chief People Officer	Mar 01 '25	Option Exercise	0.00	2,403	0	10,905	Mar 03 04:53 PM
Hernandez Edgardo	EVP & Pres., Mfg. Operations	Mar 01 '25	Option Exercise	0.00	2,837	0	41,009	Mar 03 04:51 PM
LILLY ENDOWMENT INC	10% Owner	Mar 03 '25	Proposed Sale	920.63	220,000	202,538,600		Mar 03 03:34 PM
LILLY ENDOWMENT INC	10% Owner	Feb 25 '25	Sale	903.07	225,000	203,190,794	96,236,978	Feb 26 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 24 '25	Sale	883.97	60,432	53,419,955	96,461,978	Feb 25 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 25 '25	Proposed Sale	881.40	225,000	198,315,000		Feb 25 03:05 PM
LILLY ENDOWMENT INC	10% Owner	Feb 21 '25	Sale	882.70	99,452	87,786,505	96,522,410	Feb 24 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 20 '25	Sale	877.99	14,685	12,893,353	96,621,862	Feb 21 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 19 '25	Sale	878.45	9,985	8,771,285	96,636,547	Feb 20 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 13 '25	Sale	879.52	35,446	31,175,396	96,646,532	Feb 14 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 13 '25	Proposed Sale	872.97	220,000	192,053,400		Feb 13 03:43 PM
Skovronsky Daniel	EVP, CSO & Pres. LRL & LLY Imm	Feb 10 '25	Sale	863.21	5,000	4,316,065	117,888	Feb 12 04:15 PM
Skovronsky Daniel	Officer	Feb 10 '25	Proposed Sale	863.19	5,000	4,315,954		Feb 10 11:44 AM
LILLY ENDOWMENT INC	10% Owner	Feb 06 '25	Sale	874.13	210,000	183,567,262	96,681,978	Feb 07 04:00 PM
LILLY ENDOWMENT INC	10% Owner	Feb 06 '25	Proposed Sale	842.18	210,000	176,857,800		Feb 06 04:04 PM
Yuffa Ilya	EVP & President, LLY Int'l	Feb 01 '25	Option Exercise	0.00	3,269	0	23,071	Feb 04 04:28 PM
White Anne E.	EVP & Pres, Lilly Neuroscience	Feb 01 '25	Option Exercise	0.00	3,269	0	68,838	Feb 04 04:27 PM
Van Naarden Jacob	EVP & Pres., Lilly Oncology	Feb 01 '25	Option Exercise	0.00	3,023	0	14,868	Feb 04 04:26 PM
Skovronsky Daniel	EVP, CSO & Pres. LRL & LLY Imm	Feb 01 '25	Option Exercise	0.00	8,989	0	126,892	Feb 04 04:25 PM
Ricks David A	President, Chair, and CEO	Feb 01 '25	Option Exercise	0.00	26,561	0	496,385	Feb 04 04:24 PM
Rau Diogo	EVP & CIDO	Feb 01 '25	Option Exercise	0.00	3,269	0	14,370	Feb 04 04:23 PM
Jonsson Patrik	EVP&Pres, CardMetHlth, LLY USA	Feb 01 '25	Option Exercise	0.00	3,433	0	48,016	Feb 04 04:23 PM
Hernandez Edgardo	EVP & Pres., Mfg. Operations	Feb 01 '25	Option Exercise	0.00	2,861	0	33,479	Feb 04 04:21 PM
Hakim Anat	EVP, GC & Secretary	Feb 01 '25	Option Exercise	0.00	4,904	0	20,683	Feb 04 04:19 PM
Zakrowski Donald A	Officer	Nov 08 '24	Proposed Sale	803.38	900	723,042		Nov 08 04:54 PM
Zakrowski Donald A	SVP, Finance, & CAO	Nov 08 '24	Sale	803.38	900	723,042	5,480	Nov 08 04:18 PM
Montarce Lucas	EVP & CFO	Nov 01 '24	Option Exercise	0.00	1,074	0	11,541	Nov 05 04:15 PM
Hernandez Edgardo	EVP & Pres., Mfg. Operations	Nov 01 '24	Option Exercise	0.00	1,687	0	31,369	Nov 05 04:14 PM
Dozier Eric	EVP, HR & Diversity	Nov 01 '24	Option Exercise	0.00	1,534	0	8,724	Nov 05 04:13 PM
LILLY ENDOWMENT INC	10% Owner	Sep 03 '24	Sale	966.69	24,084	23,281,840	96,891,978	Sep 04 04:05 PM
LILLY ENDOWMENT INC	10% Owner	Aug 27 '24	Sale	968.46	24,552	23,777,668	96,916,062	Aug 28 04:05 PM
Zakrowski Donald A	Officer	Aug 26 '24	Proposed Sale	950.00	750	712,500		Aug 26 04:47 PM
Zakrowski Donald A	SVP, Finance, & CAO	Aug 26 '24	Sale	950.00	750	712,500	6,380	Aug 26 04:21 PM
LILLY ENDOWMENT INC	10% Owner	Aug 22 '24	Sale	966.33	3,196	3,088,382	96,940,614	Aug 23 04:05 PM
LILLY ENDOWMENT INC	10% Owner	Aug 22 '24	Proposed Sale	951.97	215,000	204,673,550		Aug 22 12:54 PM

AMAT Applied Materials Inc daily Stock Chart

Peers: LRCX KLAC ASML ENTG TER ONTO FORM ACLS MKSI AEIS

| Held by: VTI VOO QQQ SPY IVV VUG XLK SMH VGT QUAL

Index	NDX, S&P 500	P/E	23.43	EPS (ttm)	8.22	Insider Own	0.26%	Shs Outstand	802.50M	Perf Week	-2.78%
Market Cap	154.50B	Forward P/E	19.09	EPS next Y	10.09	Insider Trans	2.39%	Shs Float	800.39M	Perf Month	9.05%
Enterprise Value	154.42B	PEG	2.72	EPS next Q	2.36	Inst Own	80.74%	Short Float	1.93%	Perf Quarter	32.36%
Income	6.76B	P/S	5.50	EPS this Y	9.91%	Inst Trans	-0.57%	Short Ratio	2.18	Perf Half Y	10.87%
Sales	28.08B	P/B	8.15	EPS next Y	6.10%	ROA	20.61%	Short Interest	15.44M	Perf YTD	18.38%
Book/sh	23.63	P/C	22.90	EPS next 5Y	8.61%	ROE	36.37%	52W High	233.32 -17.49%	Perf Year	-21.60%
Cash/sh	8.41	P/FCF	26.36	EPS past 3/5Y	10.33% 24.62%	ROIC	27.30%	52W Low	123.74 55.59%	Perf 3Y	116.97%
Dividend Est.	1.71 (0.89%)	EV/EBITDA	17.66	Sales past 3/5Y	5.63% 13.22%	Gross Margin	48.14%	Volatility	1.76% 2.25%	Perf 5Y	207.59%
Dividend TTM	1.66 (0.86%)	EV/Sales	5.50	EPS Y/Y TTM	-5.66%	Oper. Margin	29.67%	ATR (14)	4.69	Perf 10Y	939.52%
Dividend Ex-Date	Aug 21, 2025	Quick Ratio	1.76	Sales Y/Y TTM	6.12%	Profit Margin	24.07%	RSI (14)	62.34	Recom	1.76
Dividend Gr. 3/5Y	17.37% 12.86%	Current Ratio	2.46	EPS Q/Q	27.77%	SMA20	2.60%	Beta	1.70	Target Price	199.60
Payout	17.66%	Debt/Eq	0.35	Sales Q/Q	6.98%	SMA50	10.58%	Rel Volume	0.81	Prev Close	194.81
Employees	35700	LT Debt/Eq	0.31	Earnings	May 15 AMC	SMA200	12.44%	Avg Volume	7.07M	Price	192.52
IPO	Nov 01, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.28% -0.40%	Trades		Volume	5,700,607	Change	-1.18%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-10-25	Initiated	Goldman	Buy	$225
Jul-07-25	Downgrade	Rothschild & Co Redburn	Buy → Neutral	$200
Jun-06-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight
May-16-25	Reiterated	TD Cowen	Buy	$225 → $220
Mar-28-25	Upgrade	Jefferies	Hold → Buy	$195
Mar-12-25	Upgrade	Edward Jones	Hold → Buy
Jan-17-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$225
Dec-17-24	Initiated	Cleveland Research	Neutral
Dec-05-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$179 → $164
Nov-15-24	Reiterated	TD Cowen	Buy	$250 → $230
Jun-05-24	Upgrade	Barclays	Underweight → Equal Weight	$165 → $225
May-17-24	Reiterated	TD Cowen	Buy	$245 → $250
May-13-24	Downgrade	Jefferies	Buy → Hold	$215 → $210
Apr-16-24	Initiated	Evercore ISI	Outperform	$260
Apr-11-24	Resumed	Deutsche Bank	Hold	$225
Apr-08-24	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$260
Feb-16-24	Reiterated	TD Cowen	Outperform	$185 → $245
Jan-23-24	Initiated	Cantor Fitzgerald	Neutral	$180
Dec-12-23	Reiterated	TD Cowen	Outperform	$165 → $185
Nov-22-23	Upgrade	Redburn Atlantic	Neutral → Buy	$175

Show Previous Ratings

Jul-17-25 01:15AM	Applied Materials, Inc. (AMAT) "Is About To Have A Renaissance," Says Jim Cramer (Insider Monkey)
Jul-16-25 03:54PM	One of the most critical AI companies in the world just said it cannot confirm growth in 2026, wiping out $30 billion (Fortune)
02:46PM	Chip Equipment Giant Applied Materials Emerges From Dark Period; Earns Key IBD Rating Upgrade (Investor's Business Daily)
11:40AM	Stocks Pressured by Chip-Stock Sell-off and Increased Talk about Powell Firing (Barchart)
11:35AM	Why Applied Materials (AMAT) Stock Is Down Today (StockStory)
11:18AM	Loading…
11:18AM	Applied Materials Soars 14% in a Month: Time to Buy or Hold the Stock? (Zacks)
09:53AM	ASML Stock Tumbles After Growth Warning in Earnings Report. Tariffs Are Biting. (Barrons.com)
09:30AM	Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views? (Zacks)
08:30AM	Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today (Zacks)
07:16AM	ASML Stock Dives After Growth Warning in Earnings. Tariffs Are Rattling Investors. (Barrons.com)
06:11AM	Wall St futures weighed down by inflation worries; bank earnings in focus (Reuters)
Jul-15-25 05:45PM	Applied Materials (AMAT) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
09:00AM	Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jul-14-25 09:23AM	Will ALD and Etch Deal Wins Anchor LRCX's Systems Revenue Growth? (Zacks)
08:41AM	ASML Likely to Beat Q2 Earnings Estimates: How to Play the Stock? (Zacks)
03:25PM	Loading…
Jul-13-25 03:25PM	Goldman Sachs Begins Coverage on Applied Materials (AMAT) Stock With Buy Rating (Insider Monkey)
Jul-10-25 11:26PM	Rothschild & Co Redburn Downgrades Applied Materials (AMAT) Stock to Neutral (Insider Monkey)
02:03PM	Applied Materials, Inc. (AMAT): A Bull Case Theory (Insider Monkey)
09:42AM	Nvidia initiated, Roku upgraded: Wall Street's top analyst calls (The Fly)
08:29AM	DUV Demand Powers ASML Holding in China: Will Export Curbs Cut It Off? (Zacks)
07:44AM	AI Chip Arms Race: 3 Must-Watch Equipment Stocks (MarketBeat)
07:03AM	Goldman Sachs bullish on LRCX, AMAT, and STX in new semiconductor call (Investing.com)
Jul-09-25 02:47PM	Applied Materials Applies Winning Techniques, Driving Its Stock Price Steadily Higher (Investor's Business Daily)
11:51AM	AMAT Rides on AI Demand: Will Logic and DRAM Strength Last? (Zacks)
10:08AM	Lam Research Expands in India: A Strategic Hedge Against Trade Risks? (Zacks)
07:42AM	Semiconductor Dry Etch Systems Market Forecasts Report 2025-2030 \| Increasing Demand for Optoelectronics and Sensors Bolster Growth (GlobeNewswire)
Jul-08-25 05:45PM	Applied Materials (AMAT) Rises As Market Takes a Dip: Key Facts (Zacks)
08:48AM	Are Options Traders Betting on a Big Move in Applied Materials Stock? (Zacks)
Jul-07-25 11:06AM	Why Citi is turning more bullish on semi equipment stocks (Investing.com)
09:45AM	Citi adds Applied Materials to focus list on valuation gap with peers (Investing.com)
07:15AM	Loading…
07:15AM	Why Artificial Superintelligence Could Arrive Sooner Than Wall Street Thinks (Motley Fool)
Jul-04-25 09:00AM	Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
01:32AM	5 Must-Read Analyst Questions From Applied Materials's Q1 Earnings Call (StockStory)
Jul-03-25 12:33PM	KLAC Scales in Advanced Packaging: Is Growth Set to Increase Further? (Zacks)
11:20AM	AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy? (Zacks)
10:08AM	Micron's Big Q3 Drives Applied Materials' Bullish Outlook (MarketBeat)
Jul-02-25 11:59AM	Offering student loan payment assistance a no brainer, benefits manager says (HR Dive)
09:44AM	AMAT's High Margin Solutions Gain Traction: How Long Will it Sustain? (Zacks)
12:33AM	2 Large-Cap Stocks Worth Investigating and 1 to Avoid (StockStory)
Jul-01-25 05:30AM	The Tech-Stock Bargains Hiding in Nvidias Shadow (The Wall Street Journal)
Jun-30-25 02:21PM	Final Trades: Applied Materials, UnitedHealth, Mercado Libre (CNBC TV)
12:06PM	Will Dextro Cobot Accelerate LRCX's CSBG Growth With AI Precision? (Zacks)
09:48AM	AMAT's New R&D Hub in 2026: Will EPIC Push It Ahead in Chips? (Zacks)
08:41AM	10 Magnificent S&P 500 Dividend Stocks Down 10% to Buy and Hold Forever (Motley Fool)
08:32AM	ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand? (Zacks)
Jun-27-25 04:18AM	Emerging Memory and Storage Technology Market Analysis Report 2025-2034 \| AI and HPC Boom Fuels Surging Demand for Fast, Low-Power Memory Devices (GlobeNewswire)
Jun-26-25 05:17AM	The Zacks Analyst Blog Highlights Apple, Advanced Micro Devices, Applied Materials, Canterbury Park and Where Food Comes From (Zacks)
04:12AM	2 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire (Motley Fool)
Jun-25-25 04:10PM	Top Research Reports for Apple, AMD & Applied Materials (Zacks)
Jun-24-25 04:58PM	Here's Why Morgan Stanley Maintained a Hold Rating on Applied Materials (AMAT) (Insider Monkey)
10:33AM	LRCX's Memory Strength: Will DRAM and NAND Fuel Future Gains? (Zacks)
Jun-23-25 05:29PM	Applied Materials: A Dividend Payer in the Semiconductor Supply Chain (Insider Monkey)
12:38PM	PhysicsX Raises $135M Series B to Usher in a New Era of AI-Native Engineering and Manufacturing (GlobeNewswire)
09:00AM	Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know (Zacks)
Jun-21-25 04:45AM	1 Soaring Growth Stock to Buy Hand Over Fist Before It Is Too Late (Motley Fool)
Jun-20-25 08:53PM	Applied Materials to set up semiconductor innovation hub in Bengaluru, aiming for US$2 billion impact (DigiTimes)
11:25AM	Chip equipment stocks fall after US plans to revoke China waivers (Investing.com)
Jun-18-25 12:19PM	LRCX Leans on CSBG & Semiverse Solutions: Will it Drive Growth? (Zacks)
11:13AM	20 companies in the S&P 500 whose investors have gained the greatest rewards from stock buybacks (MarketWatch)
Jun-17-25 04:04PM	Morgan Stanley Upgrades Applied Materials (AMAT) Stock Rating, Lowers PT (Insider Monkey)
02:18PM	Trump Team Discussed Tougher Chip-Equipment Curbs on China (The Wall Street Journal)
09:33AM	Members of Congress Are Pouring Millions Into These 7 Surprising Stocks (Motley Fool)
09:10AM	Applied Materials, CEA-Leti expand joint lab to drive innovation (TipRanks)
08:45AM	Trump Team Discussed Tougher Chip-Equipment Restrictions on China (The Wall Street Journal)
Jun-16-25 03:25PM	4 Ways to Find Winners in a Rising Market (Barrons.com)
01:34PM	Final Trades: Disney, Applied Materials and Vistra (CNBC TV)
09:00AM	Applied Materials and CEA-Leti Expand Joint Lab To Drive Innovation in Specialty Chips (GlobeNewswire)
Jun-15-25 05:33AM	Applied Materials (AMAT) Announces Quarterly Dividend of $0.46 (Insider Monkey)
05:23AM	Jim Cramer Prefers Lam Research Over Applied Materials (Insider Monkey)
Jun-14-25 05:55AM	3 No-Brainer Artificial Intelligence (AI) Growth Stocks to Buy With $200 Right Now (Motley Fool)
04:30AM	3 Magnificent S&P 500 Dividend Stocks Down 15% to 65% to Buy and Hold Forever (Motley Fool)
Jun-13-25 11:17AM	Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise? (Zacks)
Jun-12-25 11:28AM	Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off? (Zacks)
10:35AM	Will Logic and Memory Growth Help ASML Meet 30-35B Euro Sales Target? (Zacks)
10:23AM	AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead? (Zacks)
12:32AM	1 S&P 500 Stock for Long-Term Investors and 2 to Think Twice About (StockStory)
Jun-11-25 02:00AM	Tesla Stock Has Lost Its Trump Bump. How to Play the Shares Now. (Barrons.com)
Jun-10-25 07:57PM	Analyst Report: Applied Materials, Inc. (Morningstar Research)
04:05PM	Applied Materials Announces Cash Dividend (GlobeNewswire)
09:00AM	Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jun-08-25 11:33PM	Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks (StockStory)
Jun-07-25 09:40AM	CrowdStrike and McDonalds downgraded: Wall Streets top analyst calls (TipRanks)
Jun-06-25 01:03PM	Morgan Stanley upgrades Applied Materials on derisked outlook for China (Investing.com)
Jun-05-25 01:33PM	Amazon, Pinterest and 6 Other Growth Stocks for Uncertain Times, Says Citi (Barrons.com)
11:07AM	Update! What Is Congress Trading So Far In 2025? (MarketBeat)
Jun-04-25 09:43AM	AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge? (Zacks)
08:58AM	AMAT Q1 Earnings Call: Revenue Misses, Margins and AI-Driven Demand Shape Outlook (StockStory)
06:20AM	Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now? (Zacks)
Jun-03-25 08:44AM	Implied Volatility Surging for Applied Materials Stock Options (Zacks)
Jun-01-25 11:01PM	Applied Materials reportedly partners with Absolics in glass substrate (DigiTimes)
May-30-25 02:04PM	Nvidia, Other Chip Stocks Slide Amid Worries About US-China Trade Tensions (Investopedia)
09:00AM	Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-29-25 02:45PM	Applied Materials (AMAT) Sees 40% DRAM Revenue Growth in 2025, Mizuho Maintains Outperform (Insider Monkey)
01:25PM	Analyst Report: Applied Materials, Inc. (Morningstar Research)
May-27-25 01:59PM	Wells Fargo Maintains Buy Rating on Applied Materials (AMAT), Keeps PT Steady (Insider Monkey)
May-23-25 06:58PM	Analyst Report: Applied Materials, Inc. (Morningstar Research)
May-22-25 09:45AM	Why Applied Materials (AMAT) is a Top Growth Stock for the Long-Term (Zacks)
07:30AM	Applied Materials to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-21-25 03:00PM	ACMR vs. AMAT: Which Semiconductor Equipment Stock Has the Edge? (Zacks)
11:27AM	Should You Buy, Sell or Hold Nova Stock After a 28% Dip in 3 Months? (Zacks)

Applied Materials, Inc. provides manufacturing equipment, services and software to the semiconductor, display and related industries. It operates through the following segments: Semiconductor Systems, Applied Global Services, and Display & Adjacent Markets. The Semiconductor Systems segment includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The Applied Global Services segment provides solutions to optimize equipment, performance, and productivity. The Display & Adjacent Markets segment offers products for manufacturing liquid crystal displays, organic light-emitting diodes, equipment upgrades, and other display technologies for TVs, monitors, laptops, personal computers, smart phones, and other consumer-oriented devices. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sanders Adam	Corp. Controller & CAO	Jun 24 '25	Sale	178.60	562	100,373	5,300	Jun 25 07:42 PM
DICKERSON GARY E	President and CEO	Apr 03 '25	Buy	137.30	50,000	6,865,082	1,716,058	Apr 07 06:09 PM
Sanders Adam	Corp. Controller & CAO	Apr 01 '25	Sale	144.83	450	65,174	6,077	Apr 03 06:14 PM
Sanders Adam	Corp. Controller & CAO	Feb 24 '25	Sale	172.72	271	46,808	6,479	Feb 25 06:03 PM

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